Jeff Cullen

Jeff is a Registered Representative with LPL Financial and an Investment Advisor Representative with Global Retirement Partners. As a well-known thought-leader and consultant in the retirement plan industry, Jeff Cullen specializes in helping corporations and non-profits design, implement and monitor successful retirement plans. Over the past 16 years, Jeff has built a national practice by helping organizations align HR strategy & total rewards with participant goals through innovative plan design and fiduciary best practices. As a member of the national SRP Investment Committee, he is a specialist in investment due diligence processes and innovative QDIA strategies. Beginning with his very first client, designing customized employee education services that seek to improve participant outcomes has been a hallmark offering. His prior experience in HR outsourcing afforded him the opportunity to assist with designing plan administrator-centric services that strive to improve operational efficiencies, vendor management, compliance, and communication efforts for clients.