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The Visionary Retirement Plan Committee

The Visionary Retirement Plan Committee

Our Visionary advisors partner with businesses to create employee Business Retirement Plans & 401(k)s to help your business attract and retain quality employees. Based on the size and make up of your company, we can develop an appropriate plan design & coordinate administrative functions with local third-party administrators. 

Our Retirement Plan Committee, led by Ted McNulty, CFP®, AIF, consists of senior level wealth management advisors that meet quarterly to focus on:

  • Plan Design Consulting – We work with you to ensure we understand your goals for your plan and that the plan is best designed to meet these goals. Then we meet with you annually to review the plan and the plan design, not just the investments.
  • Proactive Education – We focus on helping participants achieve successful outcomes, meet with newly eligible and existing participants to help make the right decisions based on their goals.

Listen to Brett Gilliland discuss Understanding 401(k) Plans with Ted McNulty, CFP®, AIF

Retirement Plan Committee Members:

  • Ted McNulty, CFP®, AIF, Retirement Committee Chair
  • Ryan Barke , J.D., Chief Compliance Officer and General Counsel
  • Tim Hammett, CFP®, AEP , President and Co-Founder
  • Dan Laure, CFP®, MBA, RICP®, Wealth Management Advisor
  • Jason Baldus, CFP®, MS, Wealth Management Advisor
  • Dan Browne, AIF®, Wealth Management Advisor