Larry is a Registered Principal with Triad Advisors with over 25 years of experience providing retirement plan consulting services to institutions and their employees. As an initial founder and Principal of Retirement Benefits Group, one of the country’s premier retirement plan consulting firms, Larry has established a national reputation for his excellence and expertise in provider searches, contract negotiations, investment due diligence, ERISA compliance support, and comprehensive employee education and communication programs. He has consistently been asked to participate on 401(k) advisory councils for many of the top providers in the industry. His firm has been an industry leader and early adopter of fully transparent relationships with their clients. Her currently holds the following licenses: Series 7, Series 24, Series 31, Series 65, Series 63.

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Interests

Larry is married with two children and resides in La Jolla, Calif. He is an avid fisherman and boater and enjoys golf, diving and the great outdoors. Larry plays a permanent role in his kids’ little league and their outside school interests. He and his wife support many local charities and foundations.

Education

Bachelor’s degree in Economics and Marketing from San Diego State University

Specialty

    • Investments
    • Retirement Planning
    • Wealth Management

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Tony has provided qualified and non-qualified retirement plan services to institutions and their employees since 1989. He has a reputation for knowledge and excellence in the area of investments, fiduciary governance, benchmarking, contract negotiations, comprehensive employee education, as well as Behavioral Finance and Financial Wellness. He has been featured in a range of media including BARRON’s, PLANSPONSOR, PLANADVISER, Rep., and Forbes, and has been featured in a cover story for Research magazine.

As a recognized retirement and investment plan professional, Tony is a frequent speaker and panelist for retirement conferences and plan sponsor events nationally, on many topics including plan design and optimization, employee communication/education, investment trends as well as Retirement Readiness and Behavioral Finance. Tony is also a member of many retirement Advisory Councils, and has been a finalist for PLANSPONSOR magazine’s Retirement Plan Advisor of the Year* from 2005-2018.

In 2009, Tony a C(k)P was selected as a founding lecturer at the “Retirement University” at UCLA’s Anderson School of Management and was an adjunct professor. In 2011, he was asked to help develop the National Association of Plan Advisors and subsequently was a member of its leadership committee as well as a member of one of its primary subcommittee the Government Affairs Committee. He currently holds the following licenses: Series 7, Series 65, Series 63, Series 31.

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Education

Bachelor’s degree in Business Administration San Diego State University

Specialty

  • 401k Plans
  • Retirement Planning
  • Education

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Ben Hodge is a financial advisor at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. Ben specializes in corporate retirement plan consulting with a focus on corporations, 501(c)(3) organizations and sovereign tribal governments. His role is to organize, formalize and implement each client’s fiduciary process and monitor how it affects each 401(k), 403(b), Deferred Compensation or other retirement/pension plans. Ben is also a trained member of the American Red Cross and helps to run evacuation shelters. He resides in San Diego, CA with his wife Susanna and five children.

Interests

Ben is active in Point Loma Nazarene University’s Fermanian School of Business community and is the founder of the school’s Cleveland Everett Roye Scholarship. Once retired, he plans to travel, serve the church, and spend time with his grandkids… hopefully.

Education

Bachelor’s Degree in Business Administration from Point Loma Nazarene University, Master’s Degree in Business Management from Liberty University

Specialty

  • 401k
  • 403b
  • Non Qualified Retirement Plans

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Cory began his career when he started his company, One Look Studios, in April of 2009. He aimed to assist small business owners with website development as well as provide affordable marketing solutions. During his junior year of college, he joined Retirement Benefits Group as an intern and was quickly promoted to Marketing Manager after graduating from the University of California, San Diego.

In 2015, he transitioned to his current role as a Relationship Manager, which appealed to his passion for partnering with organizations on managing and improving the benefits being offered to their employees. He works closely with plan sponsors and retirement plan committees on completing plan administration requirements, which ultimately leads to making positive impacts on the retirement outcomes of plan participants.

Interests

Cory enjoys using his creative talents to design websites, produce music and write poetry. He is also an eSports enthusiast, rooting for North American organizations such as Cloud9 and TeamLiquid.

Education

Bachelor’s degree in Communications from the University of California, San Diego. Esports Management Specialized Studies Program from the University of California, Irvine.

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As a Managing Director with Retirement Benefits Group, Darin’s area of knowledge is in plan design assistance and participant communication and education.

Darin has been in the financial services industry for 15 year and started his career with Franklin Templeton Investments in the Defined Contribution area. Darin’s entire career has exclusively been focused in the 401(k) marketplace.

Interests

Darin enjoys fishing and snowboarding with his family in Mammoth Lakes, CA.

Education

Darin earned his Bachelors of Arts degree from California University Sacramento.

Specialty

Retirement Plan Management

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Eric has worked in financial services for over thirty years, with a vast array of experience. He began his career in audit and compliance of consumer loans, mortgages, and retail banking functions in the Savings and Loan industry in the early 1980s. He then worked for the Resolution Trust, a bureau of the FDIC, resolving several Savings and Loan companies. He then managed several various branch offices in the commercial loan industry and eventually became a region manager with over 1,000 employees. Since 2003, he has specialized in Wealth Management and has worked with clients focused on growth, management, protection and transition of their wealth. This entails planning and consideration for clients and their families in four areas: investments, banking, risk management, and trust and fiduciary matters.

Interest

Eric also has a small farm on the island of Kauai. He enjoys running, biking, and swimming.

Education

  • BA in Government from Humboldt state University
  •  Advanced graduation level degree in Banking Finance from Pacific Coast Banking School
  • Certified Trust and Financial Advisory designation

Specialty

Wealth Management

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After moving to Arizona in 1998, Fred began his career in financial consulting with Valic working exclusively with corporate and non-profit retirement plans. Thirteen years later, after stops with McDonald Financial Group and Smith Barney, Fred and his business partners decided that the best way to serve their clients was by joining Retirement Benefits Groups. Their main focus is working with private businesses, building retirement plans that best benefit both owners and their employees. Currently they manage over 35 plans all over the country. Fred has spent considerable time working with clients on employee education and estimates that he has conducted over 15 thousand one-on-one meetings.

Interest

Fred moved move back to Arizona in 1998 and lives there currently with his two daughters and Labrador Retriever. When Fred is not in the office or traveling to meet with clients, he spends as much time outdoors as he can snow skiing, kite boarding or building sandcastles on the beach with his family. Fred is an avid tennis player and plays on a USTA mixed double team.

Education

  • Fred graduated from the University of Arizona with a BS degree in Business. After receiving his Masters degree in Sports Marketing from Ohio University,
  • he worked for several years at the Louisiana State University Athletic Department, serving as its Director of Promotions for over 22 men and womens sports.

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Geoff brings over 20 years of experience to Retirement Benefits Group in the trading and sales of U.S. money market, Treasury, municipal, derivative and domestic equity markets. He was previously a managing partner at the WealthHarbor Capital Group, specializing in the design and construction of open architecture 401(k) plans and portfolio management, and the chief investment advisor for the Capital Retirement Group. In addition, Geoff has traded municipal bonds at JJ Kenny, ran the FRA-Interest rate swap/arbitrage desk at Tradition North America in Los Angeles, and traded fixed income securities for Lehman Brothers in New York.

Interests

Geoff resides in Thousand Oaks, CA with his wife and three children. His main interests are family, most sports (lacrosse, snowboarding, swimming, tennis, football, golf and on and on), news and information and pretty much any beach.

Education

Geoff earned a Bachelor of Arts in Business Administration from Roanoke College in Salem, VA and an MBA in Finance and International Business from Loyola Marymount University in Los Angeles. He holds FINRA Series 7, 52, 55, 63 registrations with Triad Advisors and 66 registrations through both Triad Advisors and Resources Investment Advisors. He also holds his California Life, Health and accident insurance license and the Accredited Investment Fiduciary (AIF) designation

CA Insurance Lic# 0G96273

Specialty

Retirement Plan Management

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As one of the country’s most seasoned retirement benefits specialists and a Managing Director of Retirement Benefits Group, George and his team are committed to helping employers and employees pursue the lifestyle they envision for themselves upon retirement. After 24 years in the retirement marketplace, George has developed an educational model that offers both group and individual meetings to all of his client’s employees. His “PENNIES ON THE DOLLAR™” model, considered by many to be second to none, was showcased by the Arizona Republic as a model for change. George and his team currently manage over $300 million in over 35 plans. Prior to joining RBG, George hung his hat at Morgan Stanley Smith Barney and McDonald Investments. Previous to his financial career, George enjoyed success in advertising sales at Inc. Magazine in Boston and New York and as President of his own company that matched US and Canadian companies to form joint ventures.

In 2017 he was recognized as a Top Advisor by Participant Outcomes by 401k Specialist Magazine. *

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Interest

George grew up on the waters of Nova Scotia’s Northumberland Strait. He sails, windsurfs, stand up paddleboards and is currently learning how to kite surf. He enjoys boating, skiing, and traveling. He currently resides in Scottsdale, Arizona with his wife, two children and Basset Hound.

Education

  • George is originally from Nova Scotia where he attended Dalhousie University’s School of Business. George’s designations include Chartered Retirement Plans Specialist, (CRPS) through the College for Financial Planning. In 2017, George was honored with the first-ever Overall Top Advisor by Participant Outcomes Award by 401(k) Specialist Magazine. Award nominations are made by industry peers based on the creative and effective contributions to an advisor’s participants’ outcomes. The inaugural recognition of an overall TAPO further emphasized the significance of an evolving 401(k) landscape and the need for advisors like Fraser to implement achievable strategies tailored to the specific needs of plan participants.
  • Fraser was also one of three finalists in ASPPAs first 401(k) Leadership Award, based on nominations from industry peers and colleagues for excellence and innovation in the retirement industry.
  • George has been a regular speaker at industry conferences including ASPA, CFDD, and Plan Sponsor and has been featured in such publications as The Wall Street Journal, Arizona Republic, Mutual Fund Magazine and BlackRock Advisor.

Specialty

Retirement Plan Management

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Jon Bebe is a retirement consultant for Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. Jon’s goal is to collaboratively craft unique retirement plan solutions for small businesses and corporations. This includes reviewing existing retirement strategies including 401(k), 403(b), Deferred Compensation or other retirement/pension plans as well as working with plan sponsors and business owners to implement new plans.

He can trace back his passion for planning for the success of small businesses to over ten years ago as he has been an integral part of planning and launching companies in the retail consumer, technology, and advertising industries. He is deeply involved in the business community in the Northwest and is a frequent speaker at events educating attendees about the importance of retirement planning. Jon is also listed as one of the preferred retirement consultants for multiple associations in Portland and SW Washington.

Interests

Jon serves on multiple non-profit boards focusing around cancer research, education, and small business advocacy. Jon, his wife and son enjoy the outdoor lifestyle the NW has to offer including: camping, hiking, skiing/snowboarding, trail running and surfing.

Education

Jon earned his BS at Willamette University and his MS in Counseling Psychology at Portland State.

Specialty

Retirement Plans

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