Our People
William B. Beale
Manager, Retirement Plan Services
wbbeale@hendersonbrothers.com
Extension: 243
As Manager of Henderson Brothers’ Retirement Plan Services, William primarily facilitates Corporate Retirement Plan sales and service. In addition, he oversees the company’s financial services division. William is responsible for developing and implementing the group’s strategic vision, setting the parameters for the service models and maintaining vendor relationships to ensure the department is utilizing the most relevant and effective products.
Areas of Expertise
- 401 (k)/403 (b) Sector
- Defined Contribution Plans
- Executive Bonus Plans
- Pension Protection Act
- Sales/Marketing
- Strategic Planning
Education
- LPL Registered Representative
- Accredited Investment Fiduciary (AIF)
- PLANSPONSOR Retirement Professional (PRP)
Recent Honors
- PLANSPONSOR Magazine: Three time Nominee Adviser of the Year: 2006, 2007, 2008
- Speaker at several national conferences annually
Civic Associations
- Washington Hospital Foundation
Personal
- Enjoys playing golf, family activities and traveling
