Manager – Retirement Plan Client Services
Chris joined Alpha Pension Group in 2013 and is responsible for assistance with the design, implementation, and maintenance of client plans. Chris’ extensive experience with ERISA compliance, daily plan operations and relationship management is invaluable to his clients. He works closely with third party administrators and record-keepers to help implement plan amendments, execute fund changes and ensure all clients meet their fiduciary responsibilities. With Chris’s comprehensive experience in the industry, he engages with all aspects of the retirement plan and is a vital source of knowledge for the Alpha community.
Prior to joining Alpha, Chris worked for more than a decade in the retirement services industry. He started as a client service representative at MFS Investment Management and then transitioned to The Hartford and MassMutual to work as a plan manager for qualified plans.
Chris values spending time with his wife and daughter and family friends. On sunny Sunday afternoons, he enjoys running and cycling, and even completed the Boston Marathon in 2002!
Education and Professional Designations
College of the Holy Cross; B.A. History
University of Massachusetts, Lowell; M.Ed.
Boston University; Certificate in Financial Planning
Accredited Investment Fiduciary® (AIF®)
Massachusetts Life and Health Insurance license
FINRA Series 6 and 63 securities registrations through LPL Financial