Professional

Richard Perlin has been working in the retirement arena since 1983.

Designations and Professional Activities  

  • Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries
  • Qualified Plan Financial Consultant (QPFC), American Society of Pension Professionals and Actuaries
  • Northwestern Mutual Wealth Management Advisor
  • Northwestern Mutual Retirement Plan Specialist
  • Panelist, Northwestern Mutual Life Central Regional Conference, "412(i) Pension Plans," January 2005
  • Presenter, Great Lakes Benefits Conference, American Society of Pension Professionals and Actuaries, 401(k) Plan Design and related topics, 2007,2008, 2009, and 2011
  • Presenter Annual Meeting of the American Society of Pension Professionals and Actuaries, Washington, DC, 401(k) Testing and related topics, 2008, 2009, and 2010

Education

  • Bachelor of Laws/Juris Doctor in Law from DePaul University
  • Bachlor of Arts in Mathematics from Northwestern University

Associations and Memberships

  • Member of Illinois Bar, 1981-current 
  • Member of American Society of Pension Professionals and Actuaries

Richard M Perlin, CPC, J.D.

Wealth Management Advisor

 

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