“I’ve had a “front row” seat to observe best practices for retirement plans for nearly three decades. I understand the best practices to implement, and the “worst” practices to avoid. I’ve helped numerous clients win industry awards.”
Todd Timmerman, CEBS, CFS, AIF®
Managing Director | Retirement Plan Analytics
Todd Timmerman has worked with leading 401(k) providers for more than 27 years. During that time he has had the opportunity to work with clients that have won multiple industry awards for their 401(k) retirement plan programs. As Managing Director at the Principal Financial Group, he specialized in serving large plans with multiple retirement plans (401(k), DB, ESOP, NQ). He spent the last decade consulting with the company’s largest 100 clients with assets up to $3b and 100,000+ employees.
In 2015, Todd founded Retirement Plan Analytics (RPA) to bring the benefit of nearly three decades of experience and insight in plan optimization strategies and best practices to a growing number of financial advisors and retirement plan sponsors. He is a member of the LPL Financial Retirement Partners Group, the premier network of LPL Financial retirement plan advisors.
Todd is a sought-after retirement plan consultant, speaker, and presenter on key industry topics including fiduciary governance, plan optimization practices, and retirement plan legislation. In addition to his speaking engagements throughout the country, he has authored white papers on key topics and presented consulting best practices to CEOs and CFOs of major corporations, retirement industry thought leaders and executives, and top retirement plan consultants.
Todd earned his degree in business from the University of Northern Iowa where he graduated with honors. Todd has obtained his Series 6, 7, 63, 66, 24, Life, Accident and Health insurance licenses and has achieved the Certified Employee Benefit Specialist and Certified Fund Specialist designations*.
In his spare time Todd enjoys spending time with his wife Kelly, their three adult children and their doberman Bailey. He lives in Charlotte, NC.
Brandon Helms, AIF®, CRPC®, QPFC®, RICP®
Relationship Management / Employee Engagement | Retirement Plan Analytics
Brandon joined RPA in October of 2015 and brings a wealth of knowledge and experience in working with retirement plan sponsors and their participants.
His core responsibilities include helping plan sponsors create more successful retirement programs, participant financial wellness programs, participant retirement income planning and retirement plan consulting. These responsibilities allow Brandon to focus on his passion of helping participants become better prepared for retirement!
Brandon graduated from Appalachian State University with Bachelor’s Degrees in Finance & Banking and Risk & Insurance. Brandon has obtained his Series 7, 63, 66, Life, Accident and Health insurance licenses and has achieved the Chartered Retirement Planning Counselor, Qualified Plan Financial Consultant, Accredited Investment Fiduciary, and Retirement Income Certified Professional designations*.
In his spare time Brandon enjoys spending time with his wife Lauren, son Carter, yellow labrador Tanner and enjoys all sports and outdoor activities.
Retirement Plan Consultant | Retirement Plan Analytics
Cindy joined Retirement Plan Analytics (RPA) in April of 2015. With nearly 15 years of experience in the retirement services industry, Cindy is well versed in recordkeeping operations, plan sponsor and financial advisor support, and recordkeepers/third party administrators.
Cindy demonstrates her commitment to driving loyalty by delivering exceptional service and fostering a trusted, personal, and valued partnership. She has extensive experience in plan design, fiduciary governance, managing requests for proposals (RFP's), and the economics and pricing of retirement plans.
Cindy has obtained her Series 6, 7, 63, Life, Accident and Health insurance licenses*.
She resides in Charlotte, NC where she enjoys spending time with her husband Jason, their two children and family pets. In her spare time she also enjoys volunteering at a local children’s ministry.
Retirement Plan Analyst | Retirement Plan Analytics
Brendan joined Retirement Plan Analytics (RPA) in July of 2015. Brendan graduated from Clemson University with a degree in economics and accounting.
Brendan has experience in retirement plan benchmarking, investment reporting, fiduciary governance, plan expense benchmarking, and client relationship management software.
He resides in Charlotte, NC where he enjoys spending time with his small group at church and following his beloved Clemson Tigers.
*Securities registrations held through LPL Financial.