Leo J. Chiaraluce, Jr.
Client Services Associate
Leo is a Client Services Associate who has spent his career assisting plan sponsors with the design features, compliance assistance and administration support of their qualified retirement plans.
As a member of the Beltz Ianni & Associates Retirement Plan Consulting Team, Leo is responsible for assisting plan advisors as they provide retirement plan consulting, design feature assistance, administrative and compliance support.
During his 14 years in the industry, Leo has split his time between Third Party Administration and Recordkeeper services. Leo spent 8 years consulting clients in a Third Party Administrator capacity, before joining Paychex, Inc. in the retirement services division. While there, he held client relationship and various leadership roles and gained valuable insights into how recordkeepers operate.
Leo graduated with a Bachelor’s degree in Business Administration from the Rochester Institute of Technology and is a member of the American Society of Pension Professionals and Actuaries (ASPPA) where he holds QPA, QKC and QKA® designations.
Outside of the office, Leo enjoys spending time with his wife and 2 kids and can usually be found at the ice hockey rink, softball fields or golf course.
