Director of Pension  Operations

Robin Newman

Director of Pension 

With over 30 years of experience, Robin Newman is regarded throughout the South Florida community as highly knowledgeable in the qualified retirement planning field. Robin’s extensive experience with all aspects of 401(k)/pension plans, combined with her problem-solving skills and her emphasis on the highest level of personalized client support, make her an invaluable member of our team. Her many years of involvement in corporate retirement planning and her grasp of the complex laws governing them have made her a primary resource for an ever-expanding number of local CPAs and Attorneys regarding clients’ retirement plan issues.

Robin has served on the Executive Board of Directors of the American Society of Pension Professionals & Actuaries (ASPPA) and Benefits Council of South Florida