Your Company Retirement Plan - Fulfilling Your Duties

Eric joined HTLF in 1999. Throughout his career, he has analyzed businesses' qualified benefit plans. In this role, Eric helps companies reduce their liability, simplify their plan administration, align their organizational objectives with their plan provisions, prepare their employees for retirement, and fulfill their fiduciary responsibilities to periodically perform due diligence on their retirement plan service providers. Additionally, Eric supports the business development officers for HTLF Retirement Plan Services.

Tom has more than 16 years of experience in the retirement plan industry. Before joining HTLF Retirement Plan Services in 2021, Tom most recently served as Retirement Sales Division Manager at ADP, Regional Sales Director at Protective Life, and Regional Sales Director for Jackson National Life. In his role with HTLF Retirement Plan Services, he serves Arizona, New Mexico, and West Texas bank markets and is responsible for providing retirement plan services to current and potential clients. Tom has extensive experience in working with business owners and executive staff in evaluating plan design and compliance, fund reviews, and overall plan structure. He holds FINRA Series 6 & 63 licenses.