About
Christopher Zeoli is a Vice President & Senior Retirement Plan Consultant with OneDigital Retirement Services. In this role, Chris is responsible for leading retirement plan strategies and solutions for institutional clients. Chris works closely with his clients consulting on plan design, fee benchmarking, evaluating and selecting investment managers and recordkeeping vendors, providing legislative and regulatory updates, assisting with compliance issues, and coordinating participant education strategies.
Chris has over 25 years of industry experience, notably working on the retirement plans of several Fortune 500 companies, as well some of the largest universities in the country. His responsibilities included developing and executing strategic priorities, day-to-day administration and oversight of the retirement plans, M&A support, and on-site employee education.
Chris earned a bachelor’s degree in finance and accounting from DeSales University and a master’s degree in business administration from Villanova University. Chris holds FINRA Series 7 & 63 through Triad Advisors and the FINRA Series 65 through OneDigital Investment Advisors, an SEC Registered Investment Advisor. Chris also holds the Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) designations from the American Society of Pension Professionals & Actuaries, and the Certified Plan Fiduciary Advisor (CPFA®) accreditation from the American Retirement Association.
