Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
Greater Philadelphia
3K followers
500+ connections
About
Too many institutions unknowingly accept retirement plans and endowment structures that…
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Articles by Timothy
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Best of 2024 Retirement Research
Best of 2024 Retirement Research
One of my favorite parts of the season is the various best-of lists. I and many others find it difficult to parse…
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Tired of the Rhetoric: Responding to Senator Warren's Claims Regarding Fiduciary Loopholes and Annuity Kickbacks
Tired of the Rhetoric: Responding to Senator Warren's Claims Regarding Fiduciary Loopholes and Annuity Kickbacks
The recent argument by Sen. Elizabeth Warren and others that fiduciaries often act against savers' best interests…
8 Comments -
Beyond the Summit: Navigating the Hidden Hazards for Your Retirement Nest Egg
Beyond the Summit: Navigating the Hidden Hazards for Your Retirement Nest Egg
We are seeing the next evolution of 401(k) and 403(b) plans as they focus on the journey home. Introducing auto…
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My 401(k) Went Up in 2023, Now What?
My 401(k) Went Up in 2023, Now What?
In retirement investing, facing challenges and setbacks is common, especially when the media hype up new ideas to…
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Simplifying Retirement Plan Investment Choices: Is a Single Premium Immediate Annuity Right for You?
Simplifying Retirement Plan Investment Choices: Is a Single Premium Immediate Annuity Right for You?
Retirement planning continues to evolve, and this week's announcement of a partnership between Prudential and Fidelity…
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Are Trillions of Retirement & Insurance Assets at Risk?
Are Trillions of Retirement & Insurance Assets at Risk?
Have you recently experienced issues accessing your group life insurance benefits or nonqualified retirement plan? The…
5 Comments
Activity
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We often hear that someone is a dynamic person. 𝑾𝒉𝒂𝒕 𝒅𝒐𝒆𝒔 𝒕𝒉𝒂𝒕 𝒎𝒆𝒂𝒏 𝒕𝒐 𝒚𝒐𝒖? I asked Google AI to describe it, and I got the…
We often hear that someone is a dynamic person. 𝑾𝒉𝒂𝒕 𝒅𝒐𝒆𝒔 𝒕𝒉𝒂𝒕 𝒎𝒆𝒂𝒏 𝒕𝒐 𝒚𝒐𝒖? I asked Google AI to describe it, and I got the…
Posted by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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What a milestone! To give you some perspective, when I started working at Kelso in February 2024, we had 1,500 employees with $500M in revenue. We…
What a milestone! To give you some perspective, when I started working at Kelso in February 2024, we had 1,500 employees with $500M in revenue. We…
Liked by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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For more than four decades, Bollinger Shipyards has partnered with the U.S. Coast Guard to deliver cutters that protect America’s waterways and…
For more than four decades, Bollinger Shipyards has partnered with the U.S. Coast Guard to deliver cutters that protect America’s waterways and…
Liked by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
Experience
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Education
Volunteer Experience
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Member Board Of Trustees
Holy Child School at Rosemont
- 3 years 8 months
Education
Rejoined the board in 2024.
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Board & Finance Committee Member
Limen Recovery + Wellness
- Present 5 years 9 months
Social Services
We started in 2019, providing financial education and literacy training to community members in recovery. I joined the finance committee later as the endowment assets began to grow and provided investment expertise.
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Advocate and Educator
Urban Affairs Coalition
- 1 year 6 months
Economic Empowerment
Financial Education Instructor
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Finance & Endowment Committee Member
Holy Child School at Rosemont
- Present 4 years 1 month
Education
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Courses
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Darden School of Business, Executive Education
Modern Leadership
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Duke University, Executive Education
Strategy and Execution
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ESG Investing
Candriam Academy
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Haas School of Business, Berkeley Executive Education
Innovation
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Leading Global Enterprise
C-Suite Simulation
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NYU Stern School of Business Executive Education
Change Management
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Yale School of Management Executive Education
Effective Decision Making
More activity by Timothy
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This job search has been one of the hardest things I’ve done. Over the last 8 months, it’s felt like an uphill climb most days, but I know I’m not…
This job search has been one of the hardest things I’ve done. Over the last 8 months, it’s felt like an uphill climb most days, but I know I’m not…
Liked by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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Susan N. Eckert, SPHR, VP of Group Human Resources, parx casino Contributed an article "Unlocking Organizational Success with Strategic HR-Employee…
Susan N. Eckert, SPHR, VP of Group Human Resources, parx casino Contributed an article "Unlocking Organizational Success with Strategic HR-Employee…
Liked by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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What an incredible evening at the PA Women’s Conference Welcome Dinner! The room was full of energy, ideas, and indescribable connections. We’re…
What an incredible evening at the PA Women’s Conference Welcome Dinner! The room was full of energy, ideas, and indescribable connections. We’re…
Liked by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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Happy Hour at Ramp NYC last night was BLESSED by our friends at Stateside Brands!!! We 💛 our customers
Happy Hour at Ramp NYC last night was BLESSED by our friends at Stateside Brands!!! We 💛 our customers
Liked by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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𝗪𝗵𝗲𝗻 𝗖𝗮𝗻 𝗟𝗶𝗳𝗲𝘁𝗶𝗺𝗲 𝗜𝗻𝗰𝗼𝗺𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗤𝘂𝗮𝗹𝗶𝗳𝘆 𝗮𝘀 𝗤𝗗𝗜𝗔𝘀? On September 23, 2025, the Department of Labor’s…
𝗪𝗵𝗲𝗻 𝗖𝗮𝗻 𝗟𝗶𝗳𝗲𝘁𝗶𝗺𝗲 𝗜𝗻𝗰𝗼𝗺𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗤𝘂𝗮𝗹𝗶𝗳𝘆 𝗮𝘀 𝗤𝗗𝗜𝗔𝘀? On September 23, 2025, the Department of Labor’s…
Posted by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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🌍 Are you ready for Roth Catch-Up? The wait is over, and the actual effective date may come as a surprise. Kelsey Mayo does a great job framing what…
🌍 Are you ready for Roth Catch-Up? The wait is over, and the actual effective date may come as a surprise. Kelsey Mayo does a great job framing what…
Shared by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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The New Orleans Jazz & Heritage Foundation is more than one festival - it is a driving force of empowerment, sustainability, and creativity that…
The New Orleans Jazz & Heritage Foundation is more than one festival - it is a driving force of empowerment, sustainability, and creativity that…
Liked by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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🔦 𝗣𝗮. 𝗛𝗲𝗮𝗹𝘁𝗵 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝗧𝗼 𝗣𝗮𝘆 $𝟭.𝟭𝟱𝗠 𝗜𝗻 𝟰𝟬𝟭(𝗸) 𝗙𝗼𝗿𝗳𝗲𝗶𝘁𝘂𝗿𝗲 𝗦𝘂𝗶𝘁 🔹 The plan allegedly failed to get quotes…
🔦 𝗣𝗮. 𝗛𝗲𝗮𝗹𝘁𝗵 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝗧𝗼 𝗣𝗮𝘆 $𝟭.𝟭𝟱𝗠 𝗜𝗻 𝟰𝟬𝟭(𝗸) 𝗙𝗼𝗿𝗳𝗲𝗶𝘁𝘂𝗿𝗲 𝗦𝘂𝗶𝘁 🔹 The plan allegedly failed to get quotes…
Shared by Timothy Letter, AIF®, NQPC™, CPFA®, CFEI®
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