Meet Our Team
Richard R. Sweeney, Jr
is a Senior Consultant for DC Plan insurance Solutions and leads business development for the 401KSecure® program.
He brings over 25 years of leadership experience managing corporate benefit and retirement solutions.
He also currently serves as a Principal for MiddleRock Partners, a boutique consulting firm that focuses
on the insurance and benefits sectors. Previously, Rick held a series of senior operating roles at Morgan
Stanley and Citigroup, where he managed a number of products for the corporate markets. He began his career at
PriceWaterhouseCoopers ultimately serving as a Manager in the Employee Benefits Consulting practice.
Matt Schoen is Managing Principal of DC Plan Insurance Solutions, LLC and co-developer of 401K Secure®. Matt is co-inventor on over a dozen U.S. patents covering insurance and financial product related inventions, including 3 patents related to protecting retirement accounts from disability (e.g., 401K Secure®). He is also the president of MB Schoen & Associates, Inc., an institutional insurance agency pioneering fiduciary services in connection with BOLI and NQDC Plans.
Phone: 805-290-1603 ext. 355
Mark Davis is President of Corporate Compensation Plans, Inc. and has worked with CCP for the past 15 years. CCP is a co-developer of 401k Secure. Mark has helped bring the product 401K Secure to market for the company.