Our Team of Consultants


Jan Rezler, QPFC

Vice President, Client Consulting

Jan Rezler provides oversight to our New York consulting teams, ensuring outstanding service delivery. Additionally, Jan works as the senior consultant to several clients in the higher education, healthcare, cultural and charitable segments. He partners with plan fiduciaries to build and maintain the due diligence process, and works directly with plan administrators on plan design, regulatory, and administrative processes.

With over 19 years of experience in the financial services industry, Jan joined our firm in 2005. Previously, he served in a large retirement plan vendor's communications practice, where he worked with middle market defined contribution and defined benefit plan sponsors in the creation and delivery of effective participant communication programs. Jan began his work in the retirement field as a trust administrator, where he reconciled the daily trading within 401(k) plans. He gained his initial experience in investments from several years of marketing equity and fixed income mutual funds for a nationally recognized fund family. Jan earned a Bachelor of Arts degree in Business Administration from Adelphi University.

PROFESSIONAL DESIGNATIONS

  • Securities and investment licenses: Series 6, 63, and 65
  • Insurance licenses in multiple states
  • Qualified Plan Financial Consultant (QPFC) credential from the American Society of Pension Professionals & Actuaries (ASPPA)

Check the background of this investment professional on FINRA's BrokerCheck.