Bringing over 20 years of experience in the qualified plan and financial services industry, Bill joined Glass Jacobson in April of 2014 as our director of retirement plan services. He runs the firm’s retirement plan practice, oversees plan operations, delivers annual plan reviews, and is responsible for 401(k) business development.
Bill came to Glass Jacobson from Transamerica Retirement Solutions where he was a client relationship manager responsible for retention of 401(k) clients and was also involved in the large plan sales. Prior to Transamerica, he worked at a Fortune 500 investment company and a leading payroll provider in sales and service roles. Bill has experience in all aspects of retirement plans including plan consulting and design, administration, investments, and relationship management.
A graduate of the University of Maryland, Bill holds the accredited investment fiduciary (AIF®) and the accredited retirement plan consultant (ARPC) designations and is a registered investment advisor.