Jim Angelone has over thirty-five years of experience in the Retirement Plan Industry.  As a member of the ClearSage Advisory Group, Jim currently provides consulting services in the retirement plan services, recordkeeping, and asset management industries.

 

Jim has broad experience in the retirement plan industry having worked with and for plan sponsors, retirement plan advisors and consultants, and retirement plan service providers.  Jim has expertise in many areas including optimizing retirement plan design, implementing client retention strategies, ensuring compliance with ERISA, operational best practices, creating and implementing effective marketing and sales programs, and designing and implementing training programs for sales, marketing, and business development staff. 

 

Jim spent over twenty years in sales management and sales for the Retirement Plan Services distribution channel of T. Rowe Price. 

 

After leaving T. Rowe Price, Jim served as a retirement plan advisor for plan sponsors.  After that, Jim founded Touchstone Consulting to provide consulting services to the Retirement Plan industry and in 2018 he joined ClearSage Advisory Group as a Senior Consultant.

 

Prior to joining T. Rowe Price Jim managed two third-party administration firms, worked as a retirement industry consultant at Buck Consulting, and practiced law focusing on ERISA matters. 

 

Jim is a frequent speaker at industry conferences and forums. 

 

Jim earned his JD from Rutgers Law School and his BA from Rutgers College.