Retirement Plan (k)onsultant, LLC
Walt Eife of Retirement Plan (k)onsultant, LLC is a retirement plan consulting firm and is a Strategic Partner with our firm in the Corporate Retirement Plan arena.
Walt has been an investment advisor for over 18 years concentrating on the retirement plan market. He began his career with Legg Mason Wood Walker (now Citigroup Smith Barney) in 1996. In 2002, he moved to Commerce Capital Markets where he served the Camden and Gloucester County regions as a Financial Advisor. He was promoted to Regional Vice President for the Southern New Jersey, Pennsylvania, Delaware and Washington D.C. markets and was responsible for 25 advisors and over $1.2 billion in total assets.
In 2006, Walt formed his own independent investment management firm, Waypoint Financial Partners LLC, an affiliate of ING Financial Partners, where he was the supervising principle of 6 other ING-affiliated advisors. The company focused primarily on 401(k) retirement plans but also served the 403(b) non-profit and 457 governmental markets. In 2008, Waypoint expanded to include Waypoint Insurance Services, focusing on local municipal insurance needs and risk management. Walt’s approach is consultative involving an ongoing review of each client’s needs and investment strategies.