Jim Johnson, a renowned strategist in defined contribution and defined benefit plans, has 25 years of industry-leading consulting and management experience. He has assisted advisors and their clients throughout the United States manage their retirement plans including 401(k), 403(b), 457, defined benefit (including cash balance plans), ESOP and balance forward plans.
Jim brings a multi-pronged perspective to retirement management working with a network of investment advisors, ERISA attorneys, and CPA’s utilizing his wide range of experience with retirement plans across industries and geographies. He has established a reputation for delivering trust and dedication that exceeds client expectations.
Jim helps clients leverage the firms’ retirement services in a way that seamlessly integrates with their investment advisors and investment strategies. Prior to joining Findley, Jim provided management and corporate leadership for the largest business line of a $2 billion mutual insurance holding company.
Jim’s clients span all industries, including Taft-Hartley funds. Jim works nationally with professional firms providing a consultative seamless solution for the unique needs and goals of both their defined contribution and cash balance plans.
Jim received his BS from Christopher Newport University.Download Bio PDF