Moneta Group

With expertise in all phases of retirement plans, including overall plan design, Sean serves his clients as a Retirement Plan Consultant for Moneta Group. He works with clients to accomplish the goals of the plan sponsor, including providing advice on plan design, plan operational issues, testing and government compliance, employee education programs and investment design.

Prior to joining Moneta Group as a Retirement Plan Consultant, Sean was a Plan Specialist at Retirement Plan Services (RPS) and in the Keogh Department at A.G. Edwards, where he worked on all phases of retirement plan administration.

• B.S., Business, University of Missouri – St. Louis
• Certified Pension Consultant
• Qualified Pension Administrator
• Qualified 401(k) Administrator
• Qualified Plan Financial Consultant
• ASPPA member (American Society of Pension Professionals Association)
• Retirement Plan Services, Advisory Board