Renato (Ron) Merolli

  Pension & Savings

  Vermont

Specialty

Plan designs

Tax savings

Defined benefit (DB)

Defined contribution (DC)

Employee retirement planning

401(k) Plan

Profit Sharing Plan

Cash Balance Plan

Nonqualified Plan

About Me

I have over four decades of experience in qualified and non-qualified pensions/savings as well as plan design, estate, business continuation, and distribution tax planning. I have worked with accountants, attorneys, business owners, small and large business groups, human resources personnel, and many others

Work History
  • 2014-2016: Norwich University, adjunct professor-part time
  • 2011-2016: Self-Employed, Life Insurance/Annuity Agent
  • 2003-2010: National Life Group, Director-Advanced sales
Certifications & Awards

2005- Connie Murdoch award from Small Business Council of America for years supporting business interests.

Published Works

Four congressional testimonies, articles in various trade journals.

Ask Me about

The three times I was appointed as a delegate to national retirement summits in Washington, DC.

Project I’d like to work on

Pension/savings, estate, business continuation, and distribution tax planning.

Fun Fact about me

I sing in the chorus of the Vermont Philharmonic and was a disc jockey in college.

Availability


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