Kurt, an experienced small business owner, has been working in the pension administration industry for over 15 years. Despite working as our stellar new National Sales Director, he still partners with financial advisors and accounting professionals in the Puget Sound region, Central and Eastern Washington, and Alaska.
Having managed a printing and ink business for over a decade, Kurt understands the challenges and pressures that business owners face. He works with entrepreneurs and business owners to design and implement pension plans that meet their short and long term needs. His goal is to make complex opportunities understandable so that his clients can make educated decisions. Kurt brings experience, new ideas, and solutions to the business owners he works with to create a plan that best meets their needs.
Business owners choose to work with Kurt because he understands how important their time is to them, their concerns regarding their obligations as a fiduciary, as well as their needs for ongoing administration and service. Having worked with over 300 clients, Kurt is experienced in addressing those concerns and works to provide the highest level of service, always looking out for his clients’ best interests. He enjoys bringing solutions to complex challenges and creating plans that address the goals of his clients.
Continuing Education for Financial Professionals
Kurt works closely with financial advisors and CPAs to offer educational seminars and continuing education. Topics include the benefits of different types of retirement plans, changes in plan design options, as well as new laws and regulations. To schedule a CE seminar for your team, call 206.729.9400 or email firstname.lastname@example.org today.
Kurt resides in Seattle with his wife and two daughters. As longtime Seattle residents, they enjoy outdoor adventures including hiking, snowboarding, and camping. Kurt’s other hobbies include golfing and helping his older daughter refine her fast-pitch softball talent. He and his wife work together on home improvement and are currently in the midst of a full home renovation project, looking forward to the end result.
Favorite Sports: Golf and snowboarding
Business Goal: Simplify complex topics
Hobby: Helping daughter with fast-pitch softball
If you have a retirement plan opportunity or are financial professional who would like to partner to grow your retirement plan business, contact Kurt Oswell today at email@example.com.
Supported by Farmer & Betts Pension consultants, Kurt and his team provide best in industry design and local administration of retirement plans at competitive rates. The firm has worked with thousands of retirement plans, ranging from start-up plans to multi-million dollar corporate plans. Many national investment companies and broker-dealers have screened and accepted F&B Pension Consultants onto their preferred list of third party administrators, including LPL Financial.
Third Party Administrator Specialties include Retirement Plan Design, Retirement Plan Administration, 401(k) Plans, 403(b) Plans, Prevailing Wage Plans, Cash Balance Plans, Defined Benefit Plans, Defined Contribution Plans, Defined Benefit and Cash Balance Defined Contribution Combo Plans, Pension Plans, Profit Sharing Plans. Farmer & Betts Pension Consultants serve States including Alaska, Washington, Oregon, Colorado, Louisiana, Georgia, Illinois and California.