Bryce Raymond, QPA, QKA, QPFC – Principal, Manager, Administration Services
Bryce has over 10 years of experience in the Pension field. Bryce is responsible for Plan administration, and peer work review. Bryce continues to be actively involved with participant enrollment meetings.
Bryce graduated from the University of Hartford with a Bachelor of Science in Business Administration.
Following graduation, Bryce joined CIGNA Financial, which later became Prudential Financial. At CIGNA Financial, Bryce obtained the Series 6, 63 Investment Licenses with FINRA. At Prudential, Bryce educated Plan participants about their Plan and their Plan investments. Following Prudential, Bryce joined Pentec, a local TPA firm. Bryce continued to utilize his experience with participants by assisting in enrollment meetings.
He gained more experience on retirement plan compliance and later became one of their Administration Managers. Bryce received the Qualified Pension Administrator, Qualified 401(k) Administrator, and Qualified Plan Financial Consultant designations from the American Society of Pension Professionals and Actuaries, and became a member of the organization, in which he is still actively involved.