Chuck Sklader, Registered Investment Advisor (RIA):
Chuck is the Investment Advisor Representative for SST Benefits Consulting and supervises our investment staff during the RFP process and during comprehensive fund review investment analysis report preparations. Chuck’s expertise includes selecting and analyzing mutual funds, discussing mutual fund performance directly with the fund’s investment manager and analyzing fixed income products to determine if proposed interest rates can be supported by the underlying investments.
After 32 years of employment with a major provider of tax advantaged plans, Chuck joined the SST Team in 2001. He has significant experience with both bundled and unbundled defined contribution plans and he managed the transition from a bundled to an unbundled plan for a state plan, as well as the ongoing responsibilities for the third party administrator.
In Chuck’s previous position he was responsible for case acquisition, the implementation and ongoing service of retirement plans, both qualified and nonqualified retirement plans, as well as ancillary sales of investments and financial products. He was accountable for hiring, training and managing the distribution system to support his territory, Southern California, Arizona, Southern Nevada and New Mexico. While working for the East Coast based provider he had significant involvement in establishing in Phoenix the first customer service department located outside of their Home Office.