Contact Information
Company Information
Company
The Retirement Plan Company, LLC
Industry
financial services
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
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MessageCEO tracks 11,960 executives in the financial services sector.
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1,282 executive contacts are available in Tennessee.
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Our database includes 201,469 c suite-level executives.
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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
Related Executives
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.
Last updated: June 25, 2026
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