Mark Zoril, AIF® brings 25 years of professional experience, with two decades in the financial services industry. Mark grew a successful retirement planning business from the ground up working closely with small- and mid-sized employers. He has orchestrated both set-up and conversions of 403(b), 401(k), 401(a), Simple IRA, Simple 401(k), SEP IRA’s, multi-employer plans for both ERISA and non-ERISA groups.
Dedicated to his clients and their goals, Mark has been the sole contact for his group clients and been personally responsible for employee communication, education and enrollment. In addition, he has handled most of the administration of his client plans and enjoys working one-on-one with clients. Mark is Series 7, 63, and 65 registered with the State of Minnesota.