August 29th, 2016

Mark Forbes joins Strategic Retirement Partners

Tulsa, Oklahoma (August 29, 2016) – Mark Forbes has joined Strategic Retirement Partners, a national retirement plan consulting firm. Forbes will be servicing clients and growing the practice in the Oklahoma market.

With more than 2 decades of experience, Forbes holds the C(k)P designation, Certified 401(k) Professional, from The Retirement Advisor University at UCLA Anderson School of Management Executive Education, in Los Angeles. He has extensive experience in delivering process-driven solutions to help protect employers from corporate and personal financial liability, while striving to provide plan participants a path to a successful retirement.

Forbes, a 1991 graduate of Drake University, lives in Tulsa with his wife and their two children.

Todd Lohman, Founder and Managing Director, Midwest, Strategic Retirement Partners says. "I have known Mark for the past two years and we are extremely excited to bring him on-board. The talent from around the country, like Mark, that we have garnered is a source of great pride for our firm. "

Jeff Cullen, Managing Partner, Strategic Retirement Partners says. "We are excited to have Mark join our team. Mark’s commitment to process driven solutions to help employers and participants achieve their desired retirement outcomes fits perfectly with our commitment to process and positive retirement outcomes. "

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