Bo Lee
VICE PRESIDENT, CONSULTANT

Email: blee@retirementcapital.com

Bo Lee serves as Vice President, Consultant in RCG's Western Region. He works closely with large public and private companies to design and implement executive compensation and benefits programs used to attract, reward, and retain key executives. His extensive consulting expertise includes nonqualified benefit plan design, benefit security, informal funding, and administration.

Prior to his current position, Mr. Lee was Vice President of Client Services. His responsibilities included strategic planning in the areas of client relationship management, plan administration outsourcing, and trust services outsourcing. He managed client relationship managers and oversaw all activities relating to plan implementation and ongoing client service activities. This included overseeing the selection of the third party administrator and trustee, development of the plan communication materials, integration of takeover plans and conducting enrollment meetings. He was instrumental in building a key differentiator in the RCG consulting model of delivering plan administration solutions through an open architecture solution approach. Mr. Lee is the architect of RCG's Plan Administration Solutions (PAS) database, which includes the best-of-class plan administration firms in the industry. He has conducted a due-diligence evaluation on firms which include mutual fund companies, trust companies, life insurance companies, retirement plan administrators, and a software company.

Prior to joining RCG, Mr. Lee was associated with Compensation Resource Group (CRG), which is now Clark Consulting's Executive Benefits Practice. He is a graduate from the University of California, Los Angeles with a Bachelors of Arts degree in Economics and is licensed through the National Association of Securities Dealers (NASD).

Bo Lee, Registered Representative - California Insurance License #0C50408