Vita Planning Group Adds Jeff Clark to its Retirement Planning Team

Share Article

The Vita Companies has added Jeff Clark to its Retirement Planning team. The team's services include customized retirement plan design, daily fund monitoring and oversight, comprehensive annual plan reviews, ERISA compliance and more.

The Vita Companies’ (Vita), Vita Planning Group, http://www.vitacompanies.com/retirement, announces the addition of Jeff Clark, to its Retirement Planning team.

Clark has passed all three levels of the CFA program. He has a Bachelor of Science degree in Economics from Harvey Mudd College and a Master’s degree in Finance from Claremont McKenna College. Prior to joining Vita Planning Group, Clark worked as a financial analyst with Houlihan Lokey.

“We welcome Jeff Clark to our team and are pleased to have someone of his caliber join our ranks,” says Karl Hansen, president of The Vita Companies.

Karl Hansen and Ken Goth head the six-person professional retirement planning team. Services include customized retirement plan design, daily fund monitoring and oversight, comprehensive annual plan reviews, ongoing support to plan participants including individual retirement planning sessions, ERISA compliance and more. A complete list of services is available at: http://www.vitacompanies.com/retirement/client_services

About The Vita Companies
The Vita Companies, founded in 1979, is an employee benefits company, providing a full range of expert and highly professional employee benefits brokerage, consulting, administrative and retirement planning services. The company specializes in executive and employee benefits, welfare plan compliance and administration, and personal insurance and investment planning.

Vita prides itself on focusing 100 percent toward servicing clients and serving as an extension of a company’s human resources department for employee benefits administration.

Clients include hundreds of businesses, ranging from small startup companies to successful family-run firms to large multinational companies. Also represented by the company are individuals and executives for their personal insurance and financial planning needs.

For more information: http://www.vitacompanies.com or 650-968-8811.
Follow us on Twitter: @VITAcompanies

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Miriam Schaffer
mschaffer@placemakinggroup.com
510-835-7900
Email >
Visit website