Rickie Taylor

Rickie Taylor serves as the Vice President of National Accounts at CEP Consultants. Rickie specializes in Employer-Sponsored plan consulting, including 401(k)s, 403(b)s, and more. In collaboration with Financial Advisors, Rickie aims to add significant value for business owner clients, leveraging his expertise in plan design consultation, 3(16)/402(a) Fiduciary Knowledge, and Payroll Integration Solutions to deliver CEP’s comprehensive retirement solutions.

Before joining CEP, Rickie accumulated almost 3 decades of experience as a Third-Party Administrator (TPA). During this time, he provided dedicated support to the plans he managed, demonstrating an in-depth understanding of the plans’ goals and a knack for identifying effective solutions.

Rickie’s achievements include being honored as an InvestmentNews – See It Be It Role Model, recognized as the FPANJ Rookie of the Year for 2020, and awarded the AWD Networking Icon. Additionally, Rickie actively contributes to his community by serving in leadership roles on multiple boards.