Partner/Senior Plan Consultant
(407) 422 - 2423
Chris E. Truesdell is a Senior Vice President and Senior Plan Consultant for Delta Capital Management and has more than 16 years of industry experience. He earned his Bachelor of Science degree – Finance – from The Ohio State University and has passed Financial Industry Regulatory Authority’s Series 6, Series 63 and Series 65 examinations. Prior to joining Delta Capital Management, he held a regional position for one of the largest 401(k) record-keepers in the country.
Chris brings a wealth of knowledge in the analysis, design, implementation and monitoring of ERISA-based retirement plans including 401(k), 403(b), Defined Benefit and more. He has worked with corporate retirement plans throughout the country and assists clients with fiduciary compliance, plan design, plan benchmarking, vendor searches, plan transitions, vendor management, investment reviews and ongoing plan administration. Chris also has expertise in the areas of fiduciary risk mitigation, technical retirement plan knowledge, participant education strategies, investment committee meeting facilitation, problem resolution and plan operational support.
Chris lives in Central Florida with his wife Lori, and his three children Carter, Chase, and Harper.