Richard Allison | SWBC
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Richard Allison

CEO SWBC Retirement Plan Services
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I provide effective solutions to employer-sponsored retirement plans with respect to fiduciary risk management, investment decisions, cost management, and overall plan success. My goal is to ensure the best possible outcome for both the retirement plan sponsor and retirement plan participants.
888-246-5770
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Target Audience

CFOs, HR Executives, CEOs, General Counsel, and Benefit Specialists

Experience

35+ years of experience

Organizations

Advisory Board, Goldman Sachs

License / Certifications

  • Certified Financial Planner—CFP™
  • Chartered Financial Consultant—ChFC®
  • Chartered Life Underwriter—CLU®
  • Series 65

Education

Master of Business Administration in Finance, Bachelor of Business Administration in Finance
University of Georgia 

Executive Management for Trust Executives
The University of Pennsylvania’s Wharton School of Business

Skills andExpertise

Advisory services

Retirement Plans

Financial Planning

Financial Consulting

Investment Recommendation

ConferencePresentations

  • Best Practices for an Effective Retirement Plan Committee
  • Covering the Bases—Agreements, Practice Standards, and Minutes
  • Investment Reviews: Effective Solutions for Universal Challenges
  • Due Diligence: A Guide to Evaluating Retirement Investment Advisors
  • Lessons Learned from Retirement Plan Litigation—Are You Asking the Right Questions?

PublishedWork

Department of Labor Fiduciary Ruling: 5 Things You Need to Know

Recruit, Retain, Retire: The Employee Lifecycle

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