Patrick Jordan Email & Phone Number | Retirement Plan Consultant with over 28 years of experience working exclusively with Corporate Retirement Plans. Deep understanding of all aspects of retirement plans including Administration, Plan Design, ERISA, Investments and Costs. I provide comprehensive advice to plan sponsors helping them to navigate the fiduciary risks associated with corporate retirement plans. Specialties: Plan Expense Analysis, Plan Investment Reviews, Investment Policy Statements, Investment Recommendations, Monitoring of Regulatory Changes, Plan Design Consulting, Service Provider Benchmarking, Negotiating Fee Reductions, Plan Provider Search and Due Diligence Fiduciary Services Participant Education

Patrick Jordan

Retirement Plan Consultant with over 28 years of experience working exclusively with Corporate Retir...
Cincinnati, Ohio, United States

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Patrick Jordan’s Location Cincinnati, Ohio, United States

Patrick Jordan’s Current Industry Hub Retirement And Wealth Management

Patrick Jordan’s Prior Industry Stable Two Financial | Fidelity Investments

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Retirement Advisor | Senior Vice President @ HUB Retirement and Wealth Management

2020-01-01 00:00:00 - Present

Consultant, Vice President

2009-03-01 00:00:00 - 2018-12-01 00:00:00

Vice President

1999-09-01 00:00:00 - 2009-02-01 00:00:00

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Patrick Jordan is a Retirement Plan Consultant with over 28 years of experience working exclusively with Corporate Retirement Plans. Deep understanding of all aspects of retirement plans including Administration, Plan Design, ERISA, Investments and Costs. I provide comprehensive advice to plan sponsors helping them to navigate the fiduciary risks associated with corporate retirement plans. Specialties: Plan Expense Analysis, Plan Investment Reviews, Investment Policy Statements, Investment Recommendations, Monitoring of Regulatory Changes, Plan Design Consulting, Service Provider Benchmarking, Negotiating Fee Reductions, Plan Provider Search and Due Diligence Fiduciary Services Participant Education