Insights

Niche Expertise Act2 Retirement Consulting's deep expertise in retirement plan services, combined with founders' extensive experience at T. Rowe Price, positions them as a trusted advisor for plan sponsors seeking optimized retirement solutions.

Growth Potential With a revenue range of 1 to 10 million dollars and a small team, Act2 offers significant growth opportunities for financial service providers looking to enhance their consulting capabilities or enter specialized retirement markets.

Complementary Services Act2's consulting services such as investment monitoring, fee benchmarking, and compliance support align well with larger financial institutions aiming to strengthen their retirement offerings and client relationships.

Technology Integration Utilizing popular platforms like Drupal, Google Analytics, and Microsoft 365 indicates a focus on a user-friendly digital presence and data-driven client engagement, which could be leveraged to expand outreach and service delivery.

Market Niche Targeting small-to-mid-sized plan sponsors and financial providers, Act2 is positioned to capitalize on underserved segments seeking personalized, experienced retirement consulting to improve plan performance and compliance.

Act2 Retirement Consulting, LLC Tech Stack

Act2 Retirement Consulting, LLC uses 8 technology products and services including Drupal, Microsoft 365, jQuery, and more. Explore Act2 Retirement Consulting, LLC's tech stack below.

  • Drupal
    Content Management System
  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • Apache HTTP Server
    Web Servers
  • Apache
    Web Servers

Media & News

Act2 Retirement Consulting, LLC's Email Address Formats

Act2 Retirement Consulting, LLC uses at least 1 format(s):
Act2 Retirement Consulting, LLC Email FormatsExamplePercentage
FLast@act2retirement.comJDoe@act2retirement.com
50%
FLast@act2retirement.comJDoe@act2retirement.com
50%

Frequently Asked Questions

What is Act2 Retirement Consulting, LLC's phone number?

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You can contact Act2 Retirement Consulting, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Act2 Retirement Consulting, LLC's official website and social media links?

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Act2 Retirement Consulting, LLC's official website is act2retirement.com and has social profiles on LinkedIn.

What is Act2 Retirement Consulting, LLC's SIC code NAICS code?

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Act2 Retirement Consulting, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Act2 Retirement Consulting, LLC have currently?

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As of December 2025, Act2 Retirement Consulting, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Managing Principal: C. V.. Explore Act2 Retirement Consulting, LLC's employee directory with LeadIQ.

What industry does Act2 Retirement Consulting, LLC belong to?

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Act2 Retirement Consulting, LLC operates in the Financial Services industry.

What technology does Act2 Retirement Consulting, LLC use?

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Act2 Retirement Consulting, LLC's tech stack includes DrupalMicrosoft 365jQueryPHPGoogle AnalyticsGoDaddyApache HTTP ServerApache.

What is Act2 Retirement Consulting, LLC's email format?

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Act2 Retirement Consulting, LLC's email format typically follows the pattern of FLast@act2retirement.com. Find more Act2 Retirement Consulting, LLC email formats with LeadIQ.

Act2 Retirement Consulting, LLC

Financial ServicesUnited States0-1 Employees

Act2 Retirement Consulting was founded by Charlie Vieth and Steve Zients who have a combined 35 years of experience at T. Rowe Price.  Charlie served as President, TRP Retirement Plan Services and Steve was Executive Vice President in charge of Client Service responsible for client relations, compliance, plan installation and sponsor communications.

Leveraging the extensive experience that both partners have as providers of retirement plan services, Act2 is dedicated to helping plan sponsors better manage their retirement plans.  Services include investment selection and monitoring, expense analysis and fee negotiation, benchmarking fees and services, vendor search and compliance.  Given the experience of its principals, Act2 is uniquely positioned to help plan sponsors maximize the benefits to their employees from the retirement plans they offer.

In addition to helping plan sponsors, Act2 consults with financial services providers to help them better position their products and services, improve administration and develop new products.  In addition to their experience in retirement plan services, both Charlie and Steve have extensive experience in marketing and administration in the financial services industry.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Act2 Retirement Consulting, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Act2 Retirement Consulting, LLC's revenue is estimated to be in the range of $1M$10M

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