Gerald is a Principal with Rehmann Financial and Director of Consulting Services for Rehmann Retirement Builders. Gerald is located in Farmington Hills, MI.
Areas of Service:
- Retirement Plan Consulting, Design and Administration
- Retirement Plan Fiduciary Consulting
- Retirement Plan Participant Education/Communication
- Retirement Plan Investment Advisory Services
Chad develops creative strategies that help clients work toward success, integrating retirement plan objectives with overall business goals. He works with a cross-functional Rehmann team to proactively guide each client, leveraging plan design, administration and investment resources.
Areas of Service:
- Retirement plan consulting
- Plan participant education and communication
- Plan design and implementation
- Plan administration
- Plan transitions
- Plan termination
Tim Halchuck, QPFC, AIF®, C(k)P®, QKA is the CEO of AMI Benefit Plan Administrators, Inc. He graduated from Youngstown State University in 1995 with a Bachelor’s of Science in Business Administration, major in Finance. He went on to obtain his Series 7 license in 1996 and his Series 65 license in 2012. He entered the financial services industry in 1991 as an insurance agent. He earned the QPFC (Qualified Plan Financial Consultant) designation from ASPPA in 2013, his AIF® (Accredited Investment Fiduciary) designation from fi360® in 2015 and the C(k)P® from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education in 2016.He earned the QKA (Qualified 401(k) Administrator) designation from ASPPA in 2018. At AMI, Tim works with plan advisors to assist them as requested. He also oversees the co-ordination between the various AMI teams as well as the corporate functions of AMI.