“Ken is a true talent. His depth of experience in the market place will position us well for future growth. We are thrilled to have him as a key member of our executive team,” said RPA President Joshua Schwartz.
Mergen began his financial services career in 1995 with Merrill Lynch, serving in an administrative capacity for four years, managing their group retirement plan call center.
He joined The Hartford in 1999 and began serving the public sector as an investment advisor representative, offering group retirement plans to the governmental and non-profit marketplace. Promoted in 2003, Mergen became the Regional Sales Manager in Hartford’s Marlton, NJ, office, where he led the sales, management and distribution of defined contribution retirement plans in the governmental, not-for-profit and tax-exempt marketplace in the New Jersey, Pennsylvania and Delaware regions.
Advancing to one of The Hartford’s four national Regional Sales Directors, Mergen was based out of the Philadelphia area/office in 2006 and provided new case acquisition and development to twelve states in the Northeast and Mid-Atlantic regions.
Affiliated with The Standard in 2010, Mergen was based out of their Philadelphia Retirement Plans Sales Office located in Wayne, PA, and was responsible for new plan sales and business development of defined contribution plans, including qualified and non-qualified plans, through the independent advisor distribution channels in eastern Pennsylvania, southern New Jersey and Delaware.
Mergen is a graduate of Rutgers University with a Bachelor of Science in Economics. He holds FINRA Series 7, 26, 63 and 66 registrations and is licensed to sell life and health insurance, including variable contracts, in PA, with registrations in New Jersey and Delaware.
About Retirement Plan Advisors
A Federally Registered Investment Advisor, RPA specializes in public sector deferred compensation and defined contribution retirement plans. Its unique focus on employers of all sizes provides clients with the same high-quality retirement plans and advice found on Wall Street. Today, RPA serves more than 700 plans with 50,000 participants and $3+ billion in plan assets.