Concierge Retirement Services
Rene Boelter
Rene’s favorite part of her responsibilities is establishing connections with the CSR clients. That makes her a perfect fit with Concierge Retirement Services (formerly Madison Pension) as we value our amazing clients.
Rene earned her industry QKA and has been 9 years in this profession. “I’m responsible for managing the 401(k) and Cash Balance Plans for clients (Preparing the annual valuations, Form 5500s and making sure plans are in compliance with the IRS regulations).
Rene has a very full family, she has 1 daughter (14), 1 son (17), 4 stepsons (21, 23, 25, 28), 2 daughter in laws and 2 grandbabies on the way soon this winter 2025. And then added to the mix 3 beloved British Lab Dogs (Kaya 10, Ruger 5 and Rip 1).
Rene says “I am passionate about spending quality time with my family and friends. I enjoy watching the kids play sports, hunting, 4 wheeling, and floating the lakes and rivers in the summer with my husband.”
In addition, we love traveling to Florida in the winter to give us a break from the cold in Minnesota.
Rene has become a tremendous addition and asset!
Let’s Build Something Together
Would you like to have a conversation? Would you like to discover more?
Here’s a few ways to get in touch with us.
Info@ConciergeRetirementServices.com
7 Rye Ridge Plaza #404
Rye Brook, NY 10573
+1 (914) 251-0099