About Bob Miller and ERISA Midwest
Robert (Bob) desires to serve financial advisors and employers in the Midwest by using his experience in the retirement plan industry to help them accomplish their goals. Bob has more than 23 years of industry experience working in qualified plan sales, plan and document design, administration, and developing client relationships.
Bob works with financial advisors, CPAs, and other centers of influence to help them meet the needs of their clients. He is also well known in the industry as a valuable resource for continuing education, informative seminars, and technical expertise in the qualified plan space.
Through ERISA services, Bob serves approximately 1,500 employers and works with over 400 financial professionals to complement their services in helping our clients achieve their retirement goals. Bob’s main goal is to grow and develop the Midwest market.
The team at ERISA Services is dedicated to the success and well-being of your retirement plan. Through your relationship with our consultants and relationship managers, we will work with you to understand your company, your employees and your employee benefit plan’s objectives. We will tailor a design for you to achieve these goals as each client has different objectives for their retirement plan.
Resources
Bob Miller is one of the most knowledgeable and dedicated retirement plan consultants that I have worked with over the past 10 years. He is able to deliver clear and objective retirement expertise working directly with Plan Sponsors, Financial Professionals, Mutual fund wholesalers and industry executives. He maintains a keen sense of business development opportunities that extends past that of plan design, consulting and retirement plan administration.
Ross K. Brown
I've known Bob for many years and he has impressed his thorough work ethic, positive attitude and vast knowledge upon me. If you add his very likable personality to his strong work experience, he is a valuable asset to have around.
Wendy Fisk
Bob is a very results-driven, conscientious professional who deeply cares for his clients. He understands the flow of business and knows that if the client wins, then he will win also. Whether its the board room or the break room, Bob deals with people on a professional and courteous level. His relationship building skills are accomplished and have proven to drive business his way. Bob is the complete package, genuine, profesional, honest, trustworthy and most importantly, he is a family man. I feel he is a tremendous assets to any professional company!
Jim Langin
Data Center
22%
Twenty-two percent of Americans have less than $5,000 saved for retirement, and 15 percent have no retirement savings whatsoever.
44%
The TD Ameritrade survey showed that 44% of Americans ages 40 to 79 have taken money out of a retirement plan. While 46% of people 40 to 49 have done so, and 53% for people 70 to 79.
Taking money out of a retirement plan early usually comes with financial penalties, so financial experts advise against this.
77%
According to a TransAmerica Center survey, 77% of American workers are saving for retirement through employer-sponsored retirement plans as well as other options. The median age workers begin saving for retirement is 27. However, that leaves 33% of workers without any real retirement savings plan.