
Aif Greg Gaynier Cpfa
Greg delivers strategies, systems, and services for managing employer sponsored retirement plans. He develops strategies that help... | Austin, Texas Metropolitan Area, United States
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Aif Greg Gaynier Cpfa’s Emails gr****@40****.com
Aif Greg Gaynier Cpfa’s Phone Numbers No phone number available.
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Aif Greg Gaynier Cpfa’s Location Austin, Texas Metropolitan Area, United States
Aif Greg Gaynier Cpfa’s Expertise Greg delivers strategies, systems, and services for managing employer sponsored retirement plans. He develops strategies that help solve employer problems, manage fiduciary risk and work towards improving stakeholder outcomes. He implements systems which are designed to simplify plan management, limit fiduciary liability, and improve employee engagement. His services include plan design, investment analysis and advice, fee benchmarking, fiduciary guidance, employee education and financial wellness. He is passionate about his goal - to improve the quality of retirement for as many people as possible. Greg is a seasoned leader with over 39 years of financial services experience, the last 27 focused exclusively working with employer sponsored retirement plans. He acts as an ERISA 3(21) or ERISA 3(38) Fiduciary on every plan he advises. He acquired valuable insider experience working for two different plan record keepers, and learned best practices while affiliated with three different national retirement plan consulting firms. He is a retirement plan professional with the knowledge, and experience to serve 401(k), 403(b), and Profit Sharing and Money Purchase Plans; Cash Balance and Defined Benefit Plans; ESOPs and Executive Benefit Plans. In addition, he has experience with custom target date funds, mergers and acquisitions, and Health Savings Accounts. Greg gives back to the Human Resource Management community as an active member of Austin Human Resource Management Association (AHRMA) and SHRM. He serves as the SHRM Liaison, as a volunteer on the Membership Committee. Away from the office, Greg is a girls softball dad, beagle servant, alternative music aficionado, art lover, retired hockey player, and MSU Spartan. Greg volunteers and supports children's charities.
Aif Greg Gaynier Cpfa’s Current Industry Collective Advisors
Aif
Greg Gaynier Cpfa’s Prior Industry
Merrill Lynch
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Dean Witter
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Nationssecurities
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Manulife Financial
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Standard Insurance
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Retirement Plan Solutions
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Austin Shrm
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National Retirement Partners
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401k Advisors
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Strategic Retirement Partners
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Echelon Financial
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Collective Advisors
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Work Experience

Collective Advisors
Senior Wealth Advisor / Retirement Plan Specialist
Sun Nov 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Echelon Financial
Vice President, Retirement Plans
Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Strategic Retirement Partners
Managing Director
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
401k Advisors
Managing Director
Thu Sep 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
National Retirement Partners
Principal Advisor
Tue Jul 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Austin Shrm
Volunteer: SHRM Liaison
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Retirement Plan Solutions
Principal
Tue Mar 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Standard Insurance
Pension Consultant
Tue Oct 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Feb 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Manulife Financial
Group Pension Manager
Mon Aug 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Sep 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Nationssecurities
Financial Consultant
Tue Jun 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time)
Dean Witter
Account Executive
Tue Mar 01 1988 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Financial Consultant
Tue Jun 01 1982 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 1988 00:00:00 GMT+0000 (Coordinated Universal Time)