What departments does Retirement Plan Analytics have?

Retirement Plan Analytics has employees across 2 departments including Consultant, Support.

What is the largest department at Retirement Plan Analytics?

The largest department at Retirement Plan Analytics is Consultant with 1 employees.

Where are Retirement Plan Analytics employees located globally?

Retirement Plan Analytics has employees across 1 continents and 1 countries including United States Of America.

How has Retirement Plan Analytics's team size changed over time?

Retirement Plan Analytics's team has decreased from approximately 11 to 10 employees based on available data.

Learn more at LeadIQ.com

Retirement Plan Analytics Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Retirement Plan Analytics is a financial services firm based in Charlotte, North Carolina, that specializes in corporate retirement plan management. It serves as a partner to plan sponsors, helping organizations navigate the responsibilities of administering retirement plans and exercising fiduciary oversight.

The firm emphasizes a comprehensive approach aimed at improving plan outcomes and strengthening governance. Its clients are employers that sponsor retirement plans and seek practical guidance for governance and operations. Operating from its Charlotte location, the company positions itself within the broader financial services sector focused on retirement and benefits administration.

Retirement Plan Analytics Global Highlights

North America
23

United States Of America
23

Retirement Plan Analytics's Leadership

K. T.
Co-Founder
Mobile Phone
Email
A. M.
Retirement Services Manager
Mobile Phone
Email
T. T.
Retirement Services Manager
Mobile Phone
Email
W. G. A.
Senior Consultant
Mobile Phone
Email
T. E. T. C. C.
Client Service Specialist
Mobile Phone
Email

Retirement Plan Analytics Employee Metrics

100%

50%

2026

2025

Banking
Consultant
Support
Other

Contact profiles from Retirement Plan Analytics

Name

Title

Contact

Location

Last Update

K. T.
Co-Founder
Mobile Phone
Email
Sep 13, 2026
A. M.
Retirement Services Manager
Mobile Phone
Email
Aug 30, 2026
T. T.
Retirement Services Manager
Mobile Phone
Email
Jun 25, 2026
W. G. A.
Senior Consultant
Mobile Phone
Email
Oct 16, 2024
T. E. T. C. C.
Client Service Specialist
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Retirement Plan Analytics known for?

Retirement Plan Analytics was founded in 2015 and operates in the Financial Services industry. You can contact Retirement Plan Analytics's main corporate office by phone at

+1-980-999-****

. Explore Retirement Plan Analytics's company overview page for more information.

What is Retirement Plan Analytics's most common email format?

Retirement Plan Analytics employees' email format typically follows the pattern of First@plan-analytics.com. Trying to find reliable and up-to-date employee contact data? Find more Retirement Plan Analytics email formats with LeadIQ.

How many employees does Retirement Plan Analytics have currently?

Retirement Plan Analytics has approximately 13 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Retirement Plan Analytics's key employees and leadership?

As of August 2026, Retirement Plan Analytics's key employees include:

Co-Founder: K. T.
Retirement Services Manager: A. M.
Retirement Services Manager: T. T.
Senior Consultant: W. G. A.
Client Service Specialist: T. E. T. C. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Retirement Plan Analytics Employee Directory

Find Retirement Plan Analytics employees' phone numbers or email addresses

Name search is limited — try advanced search instead