LEANDER MACVANE
Apex Pension Strategies, Inc.
Myrtle Beach,SC
36
years of professional experience
Accomplished and energetic Retirement Plan professional with 35+ years of experience in retirement plan design, consulting, administration, compliance and business development. Extensive expertise in qualified retirement plans, with a strong ability to translate complex plan provisions and regulatory requirements into practical solutions for plan sponsors and advisors.
Work History
Director of Sales
7 Months- Develop new business opportunities with retirement plan sponsors, financial advisors and professional referral sources, with a focus on 401(k) and qualified retirement plans.
- Build and maintain relationships with advisors and wholesalers by serving as a knowledgeable resource on retirement plan design, administration and compliance.
- Consult with prospective and existing plan sponsors to evaluate current plan provisions, identify potential design improvements and develop practical alternatives aligned with business and employee objectives.
- Supported sales process from prospecting and discovery through plan analysis, proposal development, presentations, and follow-up to ensure seamless client engagement.
- Educated business owners and advisors on retirement plan options, including safe harbor, profit sharing, new comparability, and other qualified plan design strategies to enhance decision-making.
- Identified opportunities for advanced plan solutions, including cash balance arrangements, aligned with the client's objectives and circumstances.
- Develop marketing and business-development initiatives designed to increase awareness of retirement plan services and create new advisor relationships.
Sales Consultant
1 Year 9 Months- Identified customer needs through active listening, providing tailored product recommendations.
- Consult with clients and advisors to develop tailored retirement plan solutions across diverse industries.
- Trained and mentored junior sales staff on effective selling techniques and product knowledge.
- Trained and mentored staff to optimize service delivery and plan implementation.
Senior Manager
9 Months- Cultivated positive rapport with employees, enhancing company morale and supporting employee retention efforts.
- Coordinated and organized assignments to achieve operational excellence across the team.
- Implemented innovative solutions to overcome challenges, leading to enhanced productivity levels.
- Conducted interviews and hired qualified consultants to enhance team capabilities.
- Assisted with management efforts for seamless adoption of new systems or processes among employees.
- Developed and implemented innovative solutions to address challenges, resulting in improved productivity.
Manager
13 Years 3 Months- Contributed to the management team that developed processes and procedures for annual administrative reports, compliance testing, and Form 5500 packages for 850+ clients.
- Managed workflow of 10 staff members, including Consultants and Administrative Assistants.
- Established goals, objectives and priorities for timely reporting.
- Supervised employees, ensuring quality of work and adherence to regulations and internal policies, resulting in consistent compliance.
- Acted as a technical resource for consultants and administrative assistants.
- Managed small client account load of 401(k) plans, ensuring timely and accurate reporting.
Manager
7 Years 2 Months- Managed the RPS division, serving several clients throughout Northern New England.
- Specialized in retirement plan design, consulting and administration.
- Managed annual budgets and monthly billings for all clients.
Employee Benefits Officer
6 Years 11 Months- Managed client account load for both in-house daily valued and balance forward recordkeeping plans.
- Reconciled investment statements from various financial institutions.
- Interpreted legal documents in order to produce accurate reports.
- Prepared participant statements in-house.
Retirement Plan Analyst
1 Year 8 Months- Responsible for an account load of Profit Sharing and 401(k) Plans nationwide.
- Performed compliance testing including Top Heavy, Section 404(a), Section 415, ADP/ACP and 410(b) testing and applicable corrective calculations.
- Responsible for supervision and training of direct support personnel.
Administrative Assistant
2 Years 5 Months- Prepared and filed IRS 5500 Forms and related schedules.
- Input census data and determined eligibility of plan participants.
- Generated loan amortization schedules for qualified individuals.
- Produced salary deferral and employer matching contribution reports split by individual investment elections.
- Received and placed telephone calls to clients.
Assistant Controller
1 Year- Maintained accounts payable and accounts receivable.
- Generated client bills for participant recordkeeping, IRS forms and actuarial services.
- Collected and deposited money into accounts, disbursed funds from cash accounts to pay bills or invoices, maintained records of collections and disbursements, and ensured accounts were balanced.
Education
Accredited Pension Administrator
Associates Degree - Automated Office Management
Skills
401(k) & Qualified Plans
Retirement consulting
Plan compliance
Business Development & Sales
Sales leadership
Sales Process Optimization
Sales Performance Improvement
Client relations
Plan Sponsor Education
Customer Relationship Management
Cross-functional Team Coordination
Problem Resolution
Timeline
Director of Sales
Apex Pension Strategies, Inc.
01.2026 - CurrentRead More
Sales Consultant
SetAway, LLC
04.2024 - 01.2026Read More
Senior Manager
Downeast Pension Services
10.2022 - 07.2023Read More
Manager
Downeast Pension Services
07.2009 - 10.2022Read More
Manager
Berry, Dunn, McNeil & Parker
05.2002 - 07.2009Read More
Employee Benefits Officer
Trust Company of Maine
06.1995 - 05.2002Read More
Retirement Plan Analyst
Key Trust Company
10.1993 - 06.1995Read More
Administrative Assistant
Walker Associates, Inc.
05.1991 - 10.1993Read More
Assistant Controller
Walker Associates, Inc.
05.1990 - 05.1991Read More
Southern Maine Technical College
Associates Degree from Automated Office Management
Read More
National Institute of Pension Administrators
Accredited Pension Administrator
Read More