Eddie Romaka Email Address

Vice President of Sales

Founded in 1992, The Retirement Plan Company, LLC (TRPC) is one of the country's leading independent providers of account recordkeeping, third-party administration, and actuarial services for qualified retirement plans. Headquartered in Nashville and with regional offices in Portland, OR, Dayton, OH, and Greenville, SC, our success in serving retirement plans from coast-to-coast is made possible by the relationships that we have with some of the nation's most trusted and experienced financial advisors, TPA firms, and investment platform providers. TRPC's "open architecture" recordkeeping and investment platform offers unparalleled investment choice, allowing the plan and its investment advisor to create an investment menu from a wide universe of mutual funds and ETFs, stable value funds, collective investment trusts, self-directed brokerage accounts, managed accounts, and model portfolios. Powered by SunGard Relius(r) web software, our user site includes industry-leading investment education and account management tools that empower retirement plan participants to prepare for retirement with ease and confidence. Among the broad range of consulting and compliance services offered by TRPC are defined benefit/actuarial services. Defined benefit plans (including cash balance plans) may be administered by TRPC either on a stand-alone basis, or in conjunction with a defined contribution plan as part of a DB/DC combination plan arrangement.

An accomplished Senior Level Sales Professional in the Dallas/Fort Worth area with extensive experience and a proven track record of sales and new business development in the Financial Services Industry. Skills include New Business Development, Territory Management, and the Marketing/Selling of comprehensive product lineups (Mutual Funds, Separately Managed Accounts, Variable Annuities, Retirement Plans and Credit Instruments). Specialties/skill set: External Wholesaler | Regional Vice President | Business Development | Marketing | Client Service | Team Building | Broker Dealer Sales | Independent Financial Advisor Sales | Retirement Consultant Training: College of Financial Planning CMFC, Presenting for Results, Fusion, Top Gun: Advanced Presentation Skills I look forward to connecting with you.