Nathan Carlson
Nathan Carlson is a seasoned professional with over 30 years of experience in benefit plan administration. He is affiliated with Retirement Planning Services and its sister company, 24HourFlex, renowned for their expertise in various retirement and benefit plans.
Nathan's success is attributed to his unwavering commitment to providing exceptional service. At 24HourFlex, extraordinary service is ingrained in their culture, driving them to go above and beyond for their clients.
Specializing in client consulting and plan administration, Nathan empowers brokers and investment professionals to excel in selling qualified retirement, cafeteria, HRA, HSA, and COBRA plans. His clientele spans from startups to large corporations with 20,000 employees, offering support across various recordkeeping platforms.
Educationally, Nathan Carlson holds an MBA from the University of Denver - Daniels College of Business, a BME from Oral Roberts University, and completed his high school education at Northland Highschool.
In terms of his professional background, Nathan has held notable positions such as Retirement Plan Consultant at Alerus, President and CEO at 24HourFlex, President and CEO at Retirement Planning Services, Inc., President at Retirement Planning Services, Inc., and Associate Director for Undergraduate Admissions at Oral Roberts University.