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Deals & People March 14, 2012
Pension Planning $olutions Adds Associate
Steve Dunlap was hired as an associate at Pension
Planning $olutions Inc., a firm that provides fiduciary guidance for retirement
plans.
Reported by Corie Russell
Dunlap served for eight years as the Southern region division vice president for Transamerica Retirement Services, where he was responsible for recruiting and supervising 14 regional vice presidents. Before joining Transamerica, he was the regional vice president for ING in the Carolinas.
From 1999 to 2003, Dunlap worked at Pan-American Retirement Services as the Eastern sales director. He began his career in financial services at Jefferson Pilot Life, where he worked in the pension department as a colleague of Mike Quinlivan, who is now the founder and CEO of Pension Planning $olutions.
“Steve and I have worked together in the past, and his extensive sales experience in the financial services industry will be of great value to us,” says Mike Quinlivan, founder and CEO of Pension Planning $olutions. “I am very excited to have him on board.”
Dunlap is a chartered financial consultant (CHFC) and accredited investment fiduciary (AIF). He holds a Chartered Life Underwriter (CLU) designation, and he is in the process of earning a Qualified Plan Financial Consultant (QPFC) designation. He graduated from the University of North Carolina at Greensboro in 1978 with a Bachelor of Science in economics and business administration.