Phil Dabney, Benetech vice president of institutional relations, says the firm hopes to leverage O’Leary’s experience working with both businesses and advisers, and his expertise in plan design, implementation, third party administration, and educational programs and training.
O’Leary joins Benetech in the firm’s Midwest and Chicago regions, bringing nearly 20 years of retirement plan industry experience. Prior to joining the company he was a vice president for a regional accounting firm based in Chicago, where his responsibilities included working with clients to design optimum qualified retirement plans, while also managing all aspects of qualified plan administration and tax reporting. In addition, O’Leary represented diverse client businesses during tax and labor audits.
O’Leary is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA). His territory at Benetech includes Illinois, Indiana, Iowa, a portion of Wisconsin, and most of Missouri.More information about Benetech Inc. is available here.