Oct 9, 2020
Did you know that Long Island-based Creative Plan Designs recently merged with WIA Consultants, Inc. to form a new financial services company called, NineTwo?
In this episode of Hilary Topper On Air, Hilary interviews Ron Stair, Principal, and CEO, of Creative Plan Designs, Ltd.
Ron will discuss his firm’s recent merger with WIA Consultants, Inc. and what his new company NineTwo can offer businesses looking to unbundle their services such as payroll, accounting, recordkeeping, financial advice, TPA, etc. Learn how this approach to financial services is a preferable model for the plan sponsor, and hear how the company is doing during the COVID-19 pandemic.
Ronald K. Stair, PhD., MLT, EA, ERPA, is the Principal and CEO of Creative Plan Designs, Ltd., a CEFEX certified actuarial consulting and third-party administration firm. With over forty years of experience in the actuarial consulting and retirement plan design fields, Dr. Stair leads an expert team of credentialed retirement plan consultants and administrators who provide concierge client service to businesses nationwide and worldwide. Dr. Stair is a member of the National Institute of Pension Administrators (NIPA), the American Society of Pension Professionals and Actuaries (ASPPA), and the Conference of Consulting Actuaries.
There are many TPA’s in the NY Metro area, but just a handful are real competitors. Why so few? Too many firms in this industry work on volume, revenue sharing and provide the lowest common denominator in service. Is that really who you want to manage your retirement savings (one of your largest assets)? While most TPA’s position themselves as an employee benefit, they create plans for the employer. They work for business owners and their partners. Their typical client has between 2-50 employees. However, they can handle much larger organizations, and they serve clients across the US and internationally. The firm wants to work with clients who understand and appreciate our individualized approach. Creating leading-edge plans that work for each business owner’s unique needs --no cookie-cutter plans-- is our area of expertise! For more information about Ron Stair and NineTwo, visit www.cpdltd.com.
Check out this podcast on YouTube at https://www.youtube.com/watch?v=aoSMrNqcyDg.