Benetech Names O’Leary as New Midwest Consultant

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Benetech Midwest consultant brings multi-faceted third party administration experience to financial advisors in the small- to mid-size retirement plan industry.

John O'Leary

John understands the retirement plan world from multiple sides and brings a great perspective and knowledge base to our regional consulting team.

Benetech, Inc., one of the nation’s largest third-party administration firms supporting financial advisors in the small- to mid-size retirement plan industry, has recently named John O’Leary as Regional Pension Consultant for the Midwest/Chicago area territory.

Mr. O’Leary brings nearly 20 years of retirement plan industry experience to Benetech. Prior to joining the company he was a Vice President for a regional accounting firm based in Chicago where his responsibilities included working with clients to design optimum qualified retirement plans, while also managing all aspects of qualified plan administration and tax reporting. In Addition, Mr. O’Leary represented these diverse businesses during tax and labor audits.

“John understands the retirement plan world from multiple sides and brings a great perspective and knowledge base to our regional consulting team,” says Phil Dabney, Benetech Vice President of Institutional Relations. “John works very effectively with both businesses and advisors, and his expertise includes plan design, implementation, third party administration, and educational programs and training.”

Mr. O’Leary is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA), and is a sought-after speaker at many industry conferences. His territory at Benetech includes Illinois, Indiana, Iowa, a portion of Wisconsin, and most of Missouri.

About Benetech, Inc.

Benetech, Inc. is one of the nation’s largest third-party administration (TPA) firms supporting financial advisors serving the small- to mid-sized retirement plan market. The company’s independence and sole focus on plan design and administration allows Benetech to work as a team with top professionals in the retirement plan field. By partnering with leading industry CPAs, attorneys, and 401(k) investment platforms, Benetech brings high quality, reliable administrative services to small and medium-sized businesses.

With 13 consulting and administrative offices across the country, Benetech’s consultants bring deep expertise, technical competence and high-touch, transparent service right to the communities where financial advisors and their clients live and work. The company’s actuarial focus has remained fixed on offering retirement plan design and administration, backed by high quality service. Benetech does not recommend or sell investments.

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Phil Dabney, Benetech Vice President of Institutional Relations
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