Bob Lees currently serves as the Vice President of Retirement Plan Services at 1834, a division of Old National Bank, where he leverages over 30 years of extensive experience in the retirement plan industry. His role is pivotal in guiding retirement plan sponsors through the...
Bob Lees currently serves as the Vice President of Retirement Plan Services at 1834, a division of Old National Bank, where he leverages over 30 years of extensive experience in the retirement plan industry. His role is pivotal in guiding retirement plan sponsors through the intricate landscape of plan design and compliance, ensuring that their plans remain qualified and aligned with regulatory requirements. Under Bob's leadership, 1834 has developed a reputation for delivering tailored retirement solutions that prioritize customer satisfaction and long-term financial security for employees.
At 1834, Bob is actively involved in key projects that focus on enhancing the efficiency and effectiveness of retirement plans. He oversees the implementation of advanced nondiscrimination testing and record-keeping practices, ensuring that plans not only meet ERISA guidelines but also serve the best interests of all participants. His expertise in benefits administration and business relationship management allows him to forge strong partnerships with clients, helping them navigate the complexities of retirement planning with confidence.
Prior to joining 1834, Bob held the position of Vice President of Employee Benefits at First Midwest Bank, where he honed his skills in problem-solving and customer service management. His commitment to excellence and deep understanding of the retirement landscape make him a valuable asset to any organization looking to optimize their retirement offerings. Bob believes that partnering with a qualified retirement plan specialist is essential for businesses aiming to provide robust and compliant retirement solutions, and he is dedicated to empowering clients with the knowledge and tools they need to succeed in this critical area.
