Brad Leonard

Brad Leonard is an experienced professional in retirement plan administration, currently serving as Sr. MEP Client Relationship Manager at Transamerica Retirement Solutions since July 2007. In this role, Brad supports PEO and MEP clients across various aspects of 401(k) retirement plans, including relationship management, compliance, marketing, and sales. Prior to this, Brad was the Team Leader for 401(k) Client Relationship Services at Union Bank, where leadership of a team of six 401(k) Administrators facilitated assistance for small to mid-sized companies in navigating retirement plan complexities. Earlier in Brad's career, as a 401(k) Account Manager at Nationwide Financial, responsibilities included compliance testing, 5500 preparation, and sales support. Brad holds an MBA in Business from the University of Maryland Global Campus and a Bachelor's degree in Economics from Ohio Wesleyan University.