PH

Patrick Hale

President and CEO

The Retirement Plan Company, LLC

Franklin, Tennessee


Contact Information

Email
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LinkedIn

Company Information

Company
The Retirement Plan Company, LLC
Industry
financial services
Employees
240.0
Seniority
C suite
Annual Revenue
22000000.0

Professional Summary

Patrick Hale serves as President and CEO at The Retirement Plan Company, LLC. The Retirement Plan Company, LLC operates in the financial services sector with approximately 240.0 employees. The company is headquartered in Franklin, Tennessee. The Retirement Plan Company, LLC generates annual revenue of 22000000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 1,282 executive contacts are available in Tennessee.
  • Our database includes 201,469 c suite-level executives.

Technologies

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Keywords

open architecture daily valuation recordkeeping defined benefit actuarial services third party administration tpa outsourcing individual retirement accounts group & health benefit programs retirement plans retirement savings programs open architecture recordkeeping daily valuation fund management defined benefit plans cash balance plans investment advisors plan sponsors employee benefit plans fiduciary support compliance testing form 5500 preparation account recordkeeping investment education risk management participant loans distribution processing account management tools financial wellness employee engagement retirement plan design customized plan installation client consulting regulatory compliance tax compliance contribution calculations trust accounting year-end reporting data management user interface retirement planning tools financial security fee transparency investment choice portfolio management model portfolios managed accounts self-directed brokerage accounts ira management plan conversion customer service support staff training business continuity plans collaboration with advisors retirement readiness

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Outreach Guidance — financial services Sector

Financial services executives like Patrick Hale prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Patrick Hale's Position in the MessageCEO Database

  • Patrick Hale is 1 of 1 verified executive contact we track at The Retirement Plan Company, LLC.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 1,180 verified executive contacts in Tennessee are in the database.
  • 111 verified contacts work at financial services companies in the 240.0 employee range (same size as The Retirement Plan Company, LLC).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated June 2026.

Frequently Asked Questions

How do I reach Patrick Hale directly?

Patrick Hale's verified email address is available to MessageCEO Pro subscribers. They currently serve as President and CEO at The Retirement Plan Company, LLC. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Patrick Hale work for?

Patrick Hale is President and CEO at The Retirement Plan Company, LLC, a company in the financial services sector with 240.0 employees. The company is based in Franklin, Tennessee.

Can I pitch or sell to Patrick Hale?

As President and CEO at The Retirement Plan Company, LLC, Patrick Hale is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Patrick Hale directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Patrick Hale in?

Patrick Hale works in the financial services industry as President and CEO at The Retirement Plan Company, LLC. MessageCEO provides verified contact information for executives across all major industries.

Is Patrick Hale's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Patrick Hale's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: June 25, 2026

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