Brad Leonard
About Brad Leonard
Brad Leonard is a Senior MEP Client Relationship Manager at Transamerica Retirement Solutions, where he has worked since 2007. He has extensive experience in 401(k) retirement plan administration and specializes in complex Multiple Employer 401(k) Plans.
Work at Transamerica
Brad Leonard has served as a Senior MEP Client Relationship Manager at Transamerica Retirement Solutions since 2007. In this role, he focuses on supporting PEO and MEP clients with various aspects of 401(k) retirement plan administration. His responsibilities include managing client relationships and ensuring compliance with industry regulations. Leonard's extensive experience in the field enables him to provide valuable insights and solutions tailored to the needs of complex Multiple Employer 401(k) Plans.
Previous Experience in Financial Services
Before joining Transamerica, Brad Leonard worked at Union Bank as a Team Leader in 401(k) Client Relationship Services from 2000 to 2007. During his tenure, he managed client relationships and provided support for retirement plan services in the Orange County, California area. Prior to that, he was employed at Nationwide Financial as a 401(k) Account Manager from 1998 to 2000 in the Columbus, Ohio area, where he gained foundational experience in retirement plan management.
Education and Expertise
Brad Leonard earned his Master of Business Administration (MBA) from the University of Maryland Global Campus, where he studied from 2002 to 2004. He also holds a Bachelor’s degree in Economics from Ohio Wesleyan University, which he completed from 1995 to 1998. His educational background, combined with his extensive experience in 401(k) plan administration, equips him with a strong understanding of business and financial principles relevant to retirement planning.
Specialization in 401(k) Plan Administration
Brad Leonard specializes in managing complex Multiple Employer 401(k) Plans. His expertise encompasses all facets of 401(k) plan administration, including plan design, sales, marketing, compliance, relationship management, and investments. This comprehensive skill set allows him to effectively address the diverse needs of clients and ensure the successful implementation and management of retirement plans.