Frank was recently named vice president of retirement plans at National Planning Holdings, Inc. (NPH®), one of the nation’s largest independent broker-dealer networks. Frank will be the first executive to fill this new position at NPH, and will be tasked with supporting existing retirement plan business, as well as helping NPH representatives grow their practices in the qualified plan space. Frank will be based at the company’s Santa Monica headquarters.
Under Frank’s direction, the NPH network will expand its service offerings for advisers seeking to develop retirement plan and 401(k) business. He will also oversee new support programs that help NPH representatives address evolving compliance regulations as they work with plan sponsors on their retirement plan offerings.
Frank joins NPH from SunAmerica, Inc., where he served as director of 401(k) sales since 2005 and 401(k) sales manager from 2000 to 2005. Prior to SunAmerica, he was a retirement plans marketing specialist for New York Life Investment Management LLC from 1997 to 2000. He holds FINRA Series 7 and 63 registrations and is a Chartered Retirement Plans Specialist.
Frank received his bachelor of arts degree from the University of Rochester, and later went on to earn his MBA from Pepperdine University’s Graziadio School of Business and Management.