Chad Rick

Current Role

Chad develops creative strategies that help clients work toward success, integrating retirement plan objectives with overall business goals. He works with a cross-functional Rehmann team to proactively guide each client, leveraging plan design, administration and investment resources.

Service Areas

• Retirement plan consulting
• Plan participant education and communication
• Plan design and implementation
• Plan administration
• Plan transitions
• Plan termination

Experience

Chad began his financial services career in 1997 and has supported a wide spectrum of individuals and businesses. He has extensive knowledge of plan design, plan set-up and conversion, annual administration and development of plan termination processes. Chad combines a strong technical knowledge with effective communication skills to deliver personal and responsive service to each client.

Chad’s experience has qualified him to hold a leadership role with Rehmann’s retirement plan administration team.

A Closer Look

• Considering all aspects of his clients’ businesses, Chad collaborates across Rehmann service lines to ensure the best possible service and seamless flow of information to his clients.
• Realizing that no two retirement plans should be alike, Chad has customized numerous plans to exceed each client’s unique needs.
• Chad and his team focus on maximizing retirement plan savings, staying abreast of important new tax law changes and how they impact the plan, and managing the quality and cost of your plan – all so you can focus on running your business.