Bill Capps – Relationship & Compliance Manager, joined Retirement Direct in October of 2010 as a Client Relationship Administrator. He was promoted to his current position after providing outstanding customer service to his clients. Bill has over 16 years of progressive retirement plan recordkeeping experience. His area of specialty is compliance and ERISA related matters.

Bill has an keen understanding of the needs of our clients and designs service models to exceed expectations. He has responsibility to ensure RD provides the highest level of quality service to our clients.

Bill is graduate of University of North Carolina – Charlotte with a Financial Management degree. He has obtained his CRSP, Series 6,7,and 63 licenses.