When it comes to retirement plans, Nicholas Kroeger has all the tools to help navigate the increasingly complicated product and compliance landscape. With 15 years of experience in all types of group retirement plans, Nicholas is committed to crafting a plan design that works for the company while also implementing tools to provide all employees with positive retirement outcomes. Nicholas believes a successful retirement plan has three components: outstanding plan design, best in class investment options and a robust employee education and engagement program. With these three components working in place, Nicholas is confident that you can have a successful plan at a competitive price while putting employees on the path to a full and dignified retirement.
Prior to joining Moneta, Nicholas spent 14 years at Principal Financial Group assisting plan sponsors and financial advisors with their retirement plan clients. As the Director of sales for the Rocky Mountain Region, Nicholas spent extensive time working through many unique challenges that come with all types of retirement plans for businesses ranging from just a few employees to thousands of employees.
The retirement plan landscape continues to become more complicated. From expanding regulatory oversight to recordkeepers using increasingly complicated and unique products to collect fees in a hyper-competitive market, Nicholas has seen it all. By helping his clients navigate the competitive retirement plan landscape, Nicholas has a firm grasp on the strengths and weaknesses of all the major players in the market. He is uniquely qualified to help his clients select the right partners for them.
Nicholas and his wife live with their son in the Sloan’s Lake neighborhood in Denver. They are active in the local community, supporting the Delores Project, The Wild Animal Sanctuary, World Vision, Wartburg West and the Heifer International. They also enjoy the many outstanding live music venues in the area and spend as much time in the mountains as they can.