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Steven Ortiz

Steven Ortiz

Account Executive, Mutual of America

I work with my clients to design and implement 401(k) and 403(b) retirement benefit plans for their employees. As a pension consultant, I am well versed in the complexities of 401(k) and 403(b) plans and I serve both non-profit and for-profit organizations.

Licenses & Certifications

Series 63 & 7,  CRPS (Chartered Retirement Plan Specialist), ChFC (Chartered Financial Consultant)  & NYS  Department of Financial Services license

Sessions

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