CONTACT
Cesar Vazquez Jr. is a Vice President and Senior Retirement Plan Consultant with more than 30 years of experience in Qualified Retirement Plans. His extensive background includes plan design, recordkeeping, third-party administration, and custodial services, providing him with a comprehensive understanding of the retirement plan landscape. With over 20 years dedicated specifically to retirement plan consulting, Cesar brings deep technical expertise and practical insight to every client engagement.
In his current role, Cesar is responsible for business development and works closely with internal strategic partners, including bank branch managers and lending teams, to deliver retirement plan consulting services to mutual clients. He collaborates across teams to design and implement tailored retirement solutions that align with organizational goals while meeting regulatory and fiduciary requirements. His consultative approach emphasizes long-term value, compliance, and participant outcomes.
Cesar also has more than 15 years of experience in employee benefits, including Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Health Savings Accounts (HSA), COBRA administration, Commuter Benefits Plans, and medical insurance. He holds the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) designations. Cesar earned an Associate in Science in Business Administration and a Bachelor of Science in Accounting, underscoring his strong foundation in both business and financial disciplines.