Nate Cpc
Vice President at Ascensus | Corona, California, United States
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As Vice President at Ascensus, Nate Cpc leverages his extensive experience as a Certified Pension Consultant to guide business owners, financial advisors, and CPAs through the complexities of qualified and nonqualified retirement plans. With 19 years of industry expertise, Nate specializes in retirement plan design, ERISA compliance, and the intricacies of day-to-day and annual plan administration. His role is pivotal in demystifying the often convoluted landscape of retirement planning, ensuring that clients not only understand how qualified retirement plans function but also how to optimize them for maximum benefit.
Nate is currently spearheading several key projects aimed at enhancing the efficiency and effectiveness of retirement plan offerings. One of his notable initiatives involves developing innovative strategies for 401(k) rollovers and 403(b) plans, which empower clients to make informed decisions about their retirement savings. He also focuses on educating business owners about their fiduciary roles and responsibilities, ensuring they are well-equipped to navigate the regulatory landscape while safeguarding their employees' financial futures.
His expertise extends to creative solutions for employee benefits, including 529 plans, which are essential for families looking to save for education. By combining his sales acumen with a deep understanding of defined contribution plans, Nate is able to deliver tailored consulting services that meet the unique needs of each client. His commitment to simplifying complex financial concepts not only enhances client relationships but also positions Ascensus as a leader in the retirement services industry. Through his leadership, Nate continues to drive innovation and excellence in retirement plan consulting, making a lasting impact on the financial well-being of countless individuals and businesses.
Vice President at Ascensus in March 2013 to Present
Retirement Plan Sales Consultant at Capital Group | American Funds in February 2005 to March 2013
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Legal Compliance
Sales and Marketing
Employee Benefit Plan Design
Business Development
Consulting
patience
Retirement Planning
401k
Retirement
Pensions
Sales
Asset Allocation
Qualified Retirement Plans
Investment Management
FINRA
Defined Contribution
401k Rollovers
IRAs
529 Plans
Retirement Plan Consulting
Defined Benefit
Life
ERISA
Salesforce.com
Profit Sharing
403 b
Client Services
Employee Benefits
Mutual Funds
Investments
Financial Services
Series 63
Fixed Annuities
Wealth Management
Finance
Financial Planning
Securities
Investment Advisory
Financial Advisory
Pension Funds
Securities Regulation
Series 6
401(k) Retirement Savings Plans
Cash Balance Plans
Pension Plans
Territory Development
Team Leadership
Fiduciary
401(k)
403(b)
457(b)
Nonqualified Deferred Compensation Plans
Retirement Benefits
High Performer
Personal Development
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Discover more about AscensusWhat is Nate Cpc email address?
Email Nate Cpc at [email protected] and [email protected]. This email is the most updated Nate Cpc email found in 2026.
What is Nate Cpc phone number?
Nate Cpc phone number is +17143260400 and +17148371876.
How to contact Nate Cpc?
To contact Nate Cpc send an email to [email protected] or [email protected]. If you want to call Nate Cpc try calling on +17143260400 and +17148371876. (updated on November 04, 2024)
What is Nate Cpc net worth?
Nate Cpc has an estimated net worth of $375,000 to $499,999
What company does Nate Cpc work for?
Nate Cpc works for Ascensus
What is Nate Cpc's role at Ascensus?
Nate Cpc is Vice President
What industry does Nate Cpc work in?
Nate Cpc works in the Financial Services industry.
Nate Cpc Email Addresses
Nate Cpc Phone Numbers
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