Former Fidelity Senior Executive Joins the Rebalance Team

Posted: July 11, 2022
Edited by Dentaltown staff

BETHESDA, Md. & PALO ALTO, Calif.—Wealth management firm, Rebalance is pleased to announce that David Ranney has joined as Vice President of Sales for its premier small business 401(k) offering, Better K. Better K is Rebalance’s proprietary, innovative 401(k) offering specializing in small businesses with assets ranging from $1 million to $10 million. He will play a key driving role as Rebalance accelerates its efforts to help transform the small business retirement savings ecosystem.

During Ranney’s 20 plus year tenure at Fidelity, he led the Workplace Investing team in a variety of roles ranging from project manager and relationship manager to vice president of sales. Ranney has a track record of success in client-facing roles, leading 401(k) sales efforts in employer-sponsored retirement plans. While at Fidelity, he won several leadership awards, including the National Leadership Award, the President’s Circle Award, the Regional Leadership Award and the 100% Club Award in multiple years.

As Vice President of Sales at Rebalance, Ranney will partner with small businesses across many industries throughout the U.S. Within his role, he will educate small businesses about how to avoid high 401(k) fees, how to optimize asset allocation, how to increase plan participation, and how to utilize retirement planning. The net result is higher employee satisfaction and greater employee retention.

Ranney graduated from the College of the Holy Cross with a Bachelor of Arts in Economics, and he earned his Master of Business Administration with concentrations in Finance and Marketing from the Carroll School of Management at Boston College. He currently resides in Charleston, South Carolina.

For more information, visit Rebalance360.com/team-member/david-ranney/.

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