Robert C. Newton
QKA, QPA, CPFA™, CLU®, ChFC®
Bob continually engages with Beltz Ianni & Associates’ retirement plan clients. His focus is on maintaining and improving relationships and addressing client needs. As the Manager of Retirement Plan Services within the Business Services Group, Bob delivers comprehensive plan support and consulting services aimed at creating value for our clients.
His range of deliverables include plan design consulting, recordkeeping platform recommendations, annual plan review, coordination of annual compliance, consulting on fiduciary matters, and support to employer and employee inquiries, research and resolution.
Bob has over 30 years of experience in the financial services industry, spanning the insurance, investment and retirement plan benefits fields with specialized experience in plan recordkeeping, administration, plan consulting and design, plan implementation, and relationship management.
Bob became partner at Beltz Ianni and Associates in 2020.
Prior to joining Beltz Ianni, Bob spent 14 years with EPIC Advisors, Inc., a national recordkeeping TPA, in a number of senior management positions, most recently in a senior relationship management role as Manager of Major Clients. He previously served as Director of Client Services and Plan Administration, overseeing a client administrative staff of 24 as well as the participant call center team. Prior to EPIC, Bob spent two years with Fleet Enterprises as a senior financial consultant, and 10 years as an independent advisor with MetLife (holding CLU® and ChFC® designations).
Bob holds the retirement professional designations QPA, and QKA®, from the American Society of Pension Professionals and Actuaries, as well as CPFA™ from the National Association of Plan Advisors. He is a graduate of Nazareth College of Rochester with a B.S. in Management Sciences. He resides in Spencerport, New York with his wife Kathy.
Bob Newton is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.
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