ADVIZRS INC
DELAND, FLORIDA

Sam Kneuper has served the needs of retirement plan sponsors for over 42 years, focusing solely on providing effective retirement plan solutions for corporations and tax-exempt corporations. He has significant expertise in advising business entities on how to structure a qualified retirement plan that meets fiduciary standards of excellence and provides the best value for plan participants. As a student of the industry with specialized and technical knowledge, Sam provides a thorough and thoughtful approach to assisting plan sponsors develop retirement plan best practices. His strategy includes fiduciary education and support, investment expertise and effective plan design solutions. Sam is regularly consulted for advice regarding all aspects of ERISA, IRS and DOL regulatory issues, plan implementation guidelines and ongoing plan maintenance for 401(k), 403(b), 457, profit sharing and pension plans. Sam began his career in 1975 as a retirement plan specialist with a national insurance company. He has implemented hundreds of new and take-over retirement plans, developing a very detailed knowledge of ERISA, IRS and DOL regulations. As the qualified retirement plan industry matured, Sam was promoted to Vice President of Sales – Southern Region. His professional career included not only retirement plan sales and implementation, but also managing national sales efforts while educating retirement plan advisors and service personnel on how to best implement, design and service qualified retirement plans. He also opened, staffed and trained employees in 12 regional offices throughout the country. The retirement plan industry includes a wide variety of corporate retirement plan investment products and Sam understands the nuances of many products on the market, and has seen first-hand the transformation of the retirement plan industry and investment platforms over the years. Sam has educated and supported hundreds of plan investment advisors and plan sponsors throughout his career. As testament to his expertise, relationship-building and business acumen, he developed successful relationships with ERISA attorneys, plan auditors (including ex-DOL auditors), employee benefit specialists and TPA firms. He continues to utilize these relationships to support his clients today. Sam has served as an officer and a board member for numerous business related organizations throughout his career. He serves on many committees and boards at Saints Peter and Paul Parish Church in New Braunfels. He is also involved with a local mission – The Mission of Divine Mercy in Canyon Lake, Texas, as the Director of Development. He has also been a member of the New Braunfels Wurstfest Association, a non-profit community organization, for over 30 years. FINRA Series 6 (Investment Company and Variable Contracts Representative) FINRA Series 26 (Investment Company and Variable Contracts Principal) Sam Kneuper has served the needs of retirement plan sponsors for over 42 years, focusing solely on providing effective retirement plan solutions for corporations and tax-exempt corporations. He has significant expertise in advising business entities on how to structure a qualified retirement plan that meets fiduciary standards of excellence and provides the best value for plan participants. As a student of the industry with specialized and technical knowledge, Sam provides a thorough and thoughtful approach to assisting plan sponsors develop retirement plan best practices. His strategy includes fiduciary education and support, investment expertise and effective plan design solutions. Sam is regularly consulted for advice regarding all aspects of ERISA, IRS and DOL regulatory issues, plan implementation guidelines and ongoing plan maintenance for 401(k), 403(b), 457, profit sharing and pension plans. Sam began his career in 1975 as a retirement plan specialist with a national insurance company. He has implemented hundreds of new and take-over retirement plans, developing a very detailed knowledge of ERISA, IRS and DOL regulations. As the qualified retirement plan industry matured, Sam was promoted to Vice President of Sales – Southern Region. His professional career included not only retirement plan sales and implementation, but also managing national sales efforts while educating retirement plan advisors and service personnel on how to best implement, design and service qualified retirement plans. He also opened, staffed and trained employees in 12 regional offices throughout the country. The retirement plan industry includes a wide variety of corporate retirement plan investment products and Sam understands the nuances of many products on the market, and has seen first-hand the transformation of the retirement plan industry and investment platforms over the years. Sam has educated and supported hundreds of plan investment advisors and plan sponsors throughout his career. As testament to his expertise, relationship-building and business acumen, he developed successful relationships with ERISA attorneys, plan auditors (including ex-DOL auditors), employee benefit specialists and TPA firms. He continues to utilize these relationships to support his clients today. Sam has served as an officer and a board member for numerous business related organizations throughout his career. He serves on many committees and boards at Saints Peter and Paul Parish Church in New Braunfels. He is also involved with a local mission – The Mission of Divine Mercy in Canyon Lake, Texas, as the Director of Development. He has also been a member of the New Braunfels Wurstfest Association, a non-profit community organization, for over 30 years. FINRA Series 6 (Investment Company and Variable Contracts Representative) FINRA Series 26 (Investment Company and Variable Contracts Principal) As a retirement plan sponsor, you are creating an opportunity for plan participants to reach their retirement plan goals, but to do so you will need to follow a process. As your retirement plan consultant, we will help you manage that process from A to Z and we do this through in-depth industry knowledge of the retirement plans and through available tools and resources.