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Rohn S. Trieglaff, CLU, AIF®
Providing Group Benefits Consulting for Fiduciaries
WELCOME!
Since 1990, Rohn has been helping companies articulate their employee benefits vision and develop a plan that helps them address their goals. His experience in business management and financial services gives him perspective in working with both employers and their employees. For his clients, he acts as both an ERISA Section 3(21) investment fiduciary retirement plan consultant and group insurance benefits consultant, making it easy for them to try to meet all of their employee benefits needs.
Rohn’s mission is to help business owners and their employees solve their retirement planning and group insurance needs by acting as an ERISA Section 3(21) investment fiduciary in their best interest.
About Rohn
Rohn holds a Chartered Life Underwriter (CLU) designation from The American College and an Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies. He is a registered principal with LPL Financial, a registered broker/dealer. Rohn is an investment advisor representative with Global Retirement Partners, LLC, a registered investment advisor. He is also a licensed Life, Health, Disability and Long Term Care Insurance Agent.
Rohn is a member of the American Society of Pension Professionals and Actuaries (ASPPA), striving to maintain the highest in quality and ethical standards.
Rohn has over 30 years of experience in the financial services industry, many as an ERISA Section 3(21) investment fiduciary retirement plan and group insurance benefits consultant.
On the retirement planning side, Rohn is in the boat with you, being a named ERISA Section 3(21) investment fiduciary for your Plan. In layman terms, this means he is personally liable for the information, the advice and the investment decisions he makes on behalf of your company’s retirement Plan. Rohn is deeply involved with all aspects of your Plan . . . making you aware of newer, more cost-efficient and performance competitive Plans, to setting up and implementing your chosen Plan . . . all the while conducting participant education meetings and assisting you with enrolling your employees.
Rohn has over 30 years of experience in the financial services industry, many as an ERISA Section 3(21) investment fiduciary retirement plan and group insurance benefits consultant.
On the retirement planning side, Rohn is in the boat with you, being a named ERISA Section 3(21) investment fiduciary for your Plan. In layman terms, this means he is personally liable for the information, the advice and the investment decisions he makes on behalf of your company’s retirement Plan. Rohn is deeply involved with all aspects of your Plan . . . making you aware of newer, more cost-efficient and performance competitive Plans, to setting up and implementing your chosen Plan . . . all the while conducting participant education meetings and assisting you with enrolling your employees.
Rohn S. Trieglaff, CLU, AIF®
He monitors your Plan’s investments on a quarterly basis via an Investment Committee that he organizes and manages. All of his actions prove his commitment - that being to help guide you, your employees and your families on a path towards a comfortable retirement.
On the group insurance side, Rohn helps you realize your vision of your company’s group insurance benefits. He analyzes your existing employee benefit plans (if you already have them), finds out what is working and what is not, takes into account the demographics of your workforce and your industry, then finds and explains to you the viable, alternative plans that would improve them. Again, like retirement plans, Rohn is deeply involved in all aspects of your group insurance programs . . . from setting them up, to making you aware of new approaches to health care that encourage your employees to see their doctors and take preventative health actions - actions that can result in a more productive workforce and lower, more stable premiums. He educates and enrolls your employees, answers their on-going questions, and is actively involved with addressing any insurance-related problems that may arise. All this to ensure that you, your employees and their families are protected from life’s health-related issues.
As the President of the EconEd Foundation of San Diego and a board member of the San Diego Center for Economic Education at Cuyamaca College, Rohn knows the value of education and promotes economic reasoning and thinking in Kindergarten through 12th grade classrooms.
Here is a three minute video to watch Rohn discuss his volunteer work with non-profit organizations promoting economic literacy and personal finance for our youth.
Here is a three minute video to watch Rohn discuss his volunteer work with non-profit organizations promoting economic literacy and personal finance for our youth.