Tim Loehr

Experience

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  John Hancock Retirement

  Jun 2008 - Jul 2021

  Lead a team of Retirement Plan Sales Consultants located in Boston, MA and Atlanta, GA. John Hancock Retirement Plan Services John Hancock Annuities - Wood Logan

  • Sales Director, Retirement

    Dec 2014 - Jul 2021

  • Senior Retirement Plan Sales Consultant

    Jan 2012 - Dec 2014

  • Senior Internal Wholesaler, Annuities - Wood Logan

    Jun 2008 - Dec 2011
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  NWPS

  Jul 2021 - Feb 2023

  Director - Northeast US

  External wholesaler responsible for developing new corporate retirement plan distribution opportunities in the Northeast United States. Serve all market segments (Micro, Mid, Large, and Mega).Northwest Plan Services (NWPS) is a full-service provider of retirement plan recordkeeping, administration, actuarial, consulting, compliance, and participant services.

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  PenChecks, Inc.

  Feb 2023 - now

  Director - Eastern US

  External wholesaler partnering with financial institutions, third party administrators, financial advisors, and retirement plan sponsors to provide retirement plan trust and distribution services across the Eastern United States.PenChecks Trust Company of America is the largest independent provider of outsourced benefit distribution services and Default IRAs in the country. With 30 years in business, PenChecks Trust is an expert and industry-leading provider of unique and comprehensive solutions for a myriad of trust resolution issues. Services include automated and white-label solutions for benefit payment processing, rollover IRAs, uncashed/stale dated checks, abandoned plan/QTA services, and Taxable Savings Accounts. Show less