Our Team
John Selas, AIF
Retirement Plan Consultant
Partner
As a Partner at Next Level, John provides retirement plan consulting services and benefit solutions that support the unique needs of small businesses.
For more than 30 years, he has partnered with businesses throughout Southeastern Wisconsin and Northern Illinois by providing competitive sustainable benefit solutions to support employers with their ever-evolving needs.
As an Accredited Investment Fiduciary (AIF), John believes in providing a documented investment selection process to assist plan stewards with their fiduciary responsibilities of prudent investment oversight.
When you partner with John you get his passion for delivering guidance and education to your employees to help them attain a secure future. He believes in relationships and still retains his first 401(k) client to this day.
Loren Brandrup, CEBS, CPFA
Director of Group Benefits
| Retirement Plan Consultant
As the Director of Group Benefits at Next Level, Loren partners and collaborates with Business Owners, Plan Sponsors, and Human Resource professionals to provide strategies and solutions for their employer-sponsored benefit plans.
Loren holds a strong belief that successful relationships are built on a foundation of communication, by delivering a superior customer service experience. He takes pride in solving complex problems by providing timely solutions, so you can focus on your business.
As a Certified Employee Benefits Specialist (CEBS), Loren firmly believes that acting prudently and transparently is key to retaining and serving your needs.
Ann Selas
Client Care Specialist
As a Client Care Specialist at Next Level, Ann provides support to our Retirement Plan Consulting Team with day-to-day plan operations. She acts as a liaison for our Plan Sponsor, Consultants, Recordkeeper, and Third-Party Administrator. She provides ongoing support to plan participant questions regarding withdrawals, loans, hardships and rollovers. She works closely with you to assist in ongoing eligibility tracking, including ordering of enrollment materials and scheduling advisor enrollment meetings.
She also assists our Retirement Plan Consulting Team with ongoing plan vault maintenance by running updated quarterly investment analysis reports for all of our plans so we can provide consistent investment support. She works with Plan Sponsors to schedule annual plan reviews and compile all relevant data and reports for our Plan Consultants.
Her prior work experience includes being part of a team that issued Solvency Opinions on Leveraged Buyouts, Recapitalizations, and Refinancing of publicly and privately held companies as well as conducting ESOP valuations, so you know that you’re in good hands with Ann.
What do our professional designations mean for your retirement plan…
AIF®
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other personal service as an investment fiduciary has met certain requirements to earn and maintain the credential.
The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying our fiduciary responsibility.
Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation, making the designation part of an elite group of accredited designations recognized by FINRA.
CEBS®
The Certified Employee Benefit Specialist® (CEBS®) designation delivers professional expertise supported by research-based best practices with a curriculum developed by the Wharton School of the University of Pennsylvania in conjunction with the International Foundation of Employee Benefit Plans. The CEBS® program is a five-course curriculum covering an entire spectrum of employee benefits.
CEBS Pledge
As a Certified Benefit Specialist, I pledge to abide by the CEBS Principles of Conduct in all my fiduciary, business and professional relationships, and to participate only in activities that conform with the spirit of those principles; I shall strive at all times to maintain and uphold the highest standard of honor and integrity so that the quality of my work will reflect credit on the CEBS designation, my profession and employee benefits field.
CPFA
The Certified Plan Fiduciary Advisor (CPFA) credential – developed by some of the nation’s leading advisors and retirement plan experts – demonstrates your knowledge, expertise and commitment to working with retirement plans.
Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manager their roles and responsibilities. The CPFA designation is offered through the National Association of Plan Advisors (NAPA), a member organization of the American Retirement Association.
