Experience & Membership
Jeff Seed has over two decades of qualified plan management and trust specialty experience.
His industry experience began with administering retirement plans and working in the employee benefit trust area of a Virginia bank; administering retirement plans for a regional Third Party Administrator (TPA) and doing plan design work; consulting and management positions with a national 401(k) provider as Director, Defined Contribution Compliance and Reporting, and then as Director, ERISA Services; and ERISA plan investment advisory work with a regional investment advisory firm.
Jeff has worked on a diverse population of plan designs and programs employers have in place for their employee’s retirement investment. This includes the plans of small closely held businesses to mid-size businesses to larger publicly traded organizations.
Jeff studied Liberal Arts at Roanoke College, Salem, Virginia, and is a Drexel University alumnus, LeBow College of Business, Philadelphia, Pennsylvania.
Active Fiduciary/Investment Oriented Designations:
- Institute of Business and Finance where he maintains the Certified Fund Specialist (CFS) designation;
- Center for Fiduciary Studies where he maintains the Accredited Investment Fiduciary® (AIF®) designation.
Professional Memberships:
- Revere Coalition, an invitation-only consortium of Registered Investment Adviser (RIA) firms able to demonstrate conflict free objective investment counsel to retirement plan sponsors. Jeff is currently serving as President.