Rob Stonecliffe
Vice President - Manager of Plan Administration at Retirement Plan Consultants | Portland, Oregon Metropolitan Area
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As Vice President and Manager of Plan Administration at Retirement Plan Consultants, Rob Stonecliffe leverages over 25 years of extensive experience in retirement benefits administration to deliver exceptional service and innovative solutions to clients. His expertise encompasses a wide range of critical areas, including recordkeeping, plan design, and compliance testing, ensuring that clients navigate the complexities of retirement plans with confidence. Rob's designation as a Qualified Pension Administrator (QPA) through the American Society of Pension Professionals & Actuaries (ASPPA) underscores his commitment to maintaining the highest standards in the industry.
In his current role, Rob oversees key projects that focus on enhancing the efficiency and effectiveness of Third Party Administrative (TPA) services. He is instrumental in conducting thorough nondiscrimination and compliance testing, which is vital for maintaining regulatory adherence and optimizing plan performance. His proficiency in plan document services and IRS/DOL Form 5500 preparation ensures that clients remain compliant while minimizing risks associated with retirement plan administration.
Rob's dedication to client relationships is evident in his proactive approach to census and eligibility reviews, as well as plan audit reviews. By providing comprehensive general plan reviews and control group analysis, he empowers clients to make informed decisions that align with their organizational goals. His skills in budgeting, invoicing, and precise calculations further enhance his ability to deliver tailored retirement plan consulting services. Rob Stonecliffe is not just a leader in retirement plan administration; he is a trusted partner committed to helping organizations achieve their retirement objectives while fostering a culture of compliance and excellence.
Vice President - Manager of Plan Administration at Retirement Plan Consultants in December 2014 to Present
Retirement Plan Manager at BUSINESS & PROFESSIONAL CONSULTANTS, LTD. in July 2007 to December 2014
Team Manager, Defined Contribution at Lincoln Financial Group in May 2003 to July 2007
Vice President - Employee Benefits, Manager of Recordkeeping at First American Bank in February 2001 to May 2003
Assistant Vice President, Defined Contributions at Merrill Lynch in May 1999 to February 2001
Team Manager at Administrative Management Group in November 1994 to May 1999
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Client Relationships Strengthening
Retirement Plan Consulting
Compliance Testing
Pension Administration
Budgeting
Invoicing
Allocations
Calculations
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Discover more about Retirement Plan ConsultantsWhat is Rob Stonecliffe email address?
Email Rob Stonecliffe at [email protected] and [email protected]. This email is the most updated Rob Stonecliffe email found in 2026.
What is Rob Stonecliffe phone number?
Rob Stonecliffe phone number is +16308945364 and +18154594067.
How to contact Rob Stonecliffe?
To contact Rob Stonecliffe send an email to [email protected] or [email protected]. If you want to call Rob Stonecliffe try calling on +16308945364 and +18154594067. (updated on September 13, 2024)
What company does Rob Stonecliffe work for?
Rob Stonecliffe works for Retirement Plan Consultants
What is Rob Stonecliffe's role at Retirement Plan Consultants?
Rob Stonecliffe is Vice President - Manager of Plan Administration
Rob Stonecliffe Email Addresses
Rob Stonecliffe Phone Numbers
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