For over 35 years, Vince has worked closely with plan sponsors, service providers, advisors, money managers, trust companies, and broker-dealers to bring positive change to the retirement planning industry.
His roots date back to working for his father's actuarial firm in college, followed by retirement plan sales and management positions at UNUM and Principal Financial Group, where he gained comprehensive experience in financial underwriting, management, strategic product development, 401(k) plan design, and operational excellence.
In 2000, Vince was inspired to launch 401(k) Advisors™, that quickly became one of the fastest growing retirement advisory firms in the country. 401(k) Advisors is credited with developing one of the industry's first institutionally based investment scoring, and live bid 401(k) benchmarking systems. 401(k) Advisors was acquired by and rebranded to NFP in 2014. Vince continued his executive leadership role as co-President of NFP Retirement through April of 2023.
In 2004 he co-founded Retirement Plan Advisory Group™ (RPAG™), today the nation's largest practice management platform for retirement advisors. As of May 2023, RPAG serves more than 2,500 advisors with nearly $1 trillion in assets under influence. Through RPAG, Vince has created many other industry-leading systems and technologies to better serve plan sponsors and participants, including PlanFees™ fee benchmarking system, RFP Express™, and the Fiduciary Fitness Program™.
In 2014, Vince co-founded flexPATH Strategies, today the 10th largest target date fund provider in the country. In 2017, flexPATH Strategies also began creating low cost, best-in-class single manager active CITs, and today offers more than 30 CIT solutions, including every core asset class. As of May 2023, flexPATH Strategies' assets under management exceeded $45 billion.
An expert in organizational development, operations and business strategy, Vince exercises his talent alongside an exceptional team of senior leaders. Personally, Vince enjoys spending his free time with his wife Susie, his two sons, who he somehow tricked to go into this business, two grandchildren, and his close group of friends. He is always looking to master a multitude of indoor and outdoor sports from skiing, spinning, weight lifting, hiking and playing golf. When he isn't breaking out in a sweat, he loves to travel, be on the go and take long walks with Susie. Vince resides in Dana Point, CA with his family.