March 12, 2018

Jeff Cullen, Managing Partner for SRP, was recently featured in a two-part episode on ForbesBooks Radio. In the podcast, Jeff speaks about the successes and failures of the American retirement plan system.

To hear the interview:
• Click here for Jeff’s interview at ForbesBooks.com
• Click here and here for Jeff’s interview on SoundCloud
• Click here for Jeff’s interview on iTunes

“I believe that we as advisors need to think about what has worked and hasn’t within the American retirement plan system and we must be a catalyst for change where it is needed. I was excited when ForbesBooks Radio contacted me to be a part of their podcast to share this vision,” Jeff shared.

Jeff oversees the vision and growth of SRP nationwide. Over the past 16 years, Jeff has built a national practice by helping organizations align HR strategy & total rewards with participant goals through innovative plan design and fiduciary best practices. As a member of the national SRP Investment Committee, he is a specialist in investment due diligence processes and innovative QDIA strategies. Beginning with his very first client, designing customized employee education services to improve participant outcomes has been a hallmark offering. His prior experience in HR outsourcing afforded him a unique perspective for designing plan administrator-centric services to improve operational efficiencies, vendor management, compliance, and communication efforts for clients. He is actively engaged as an advisory board member to several service providers within the industry and speaks regularly at plan sponsor and industry conferences.

View Our Video

small video

small video

Newsletter

Enter your email to subscribe to our newsletter.

CAPTCHA

Office Quick Contacts

Arkansas & Southern Missouri

479.553.9311

Central Florida

888.202.3927

Central Texas

866.901.4015

Great Lakes

888.202.3927

Michigan

248.773.7046

Mid Atlantic

757.645.3975

Mid Central

513.602.2868

Midwest

515.867.2444

Northeast

401.521.5588

Northern California

650.587.8616

Oklahoma

918.298.3050

Rocky Mountains

720.289.3833

Wisconsin

262.439.4751

 
Go to top