BIO
Oliver Schulz is a client relationship manager at Voya Financial. With more than 25 years of experience in the retirement industry—10 with Voya—he has extensive expertise across defined contribution, defined benefit and health and benefit plans. This includes working with clients to design and administer retirement and wellness programs. He holds a Bachelor of Science in business management from Keene State College and maintains Financial Industry Regulatory Authority series 7 and 63 registrations.
NOMINATOR COMMENTS
A media and production company said: “Oliver Schulz demonstrated truly exceptional service during our company’s complex retirement plan transition and strategic realignment process in early 2025. This project was not only critical for the financial wellness of our employees but also involved high-level stakeholder engagement, education and technical coordination that went far beyond standard expectations.
“Several hurdles emerged throughout the process—including employee confusion regarding the new features, legacy data complications and a tight timeline imposed by internal compliance deadlines. Oliver not only ensured our team stayed on track, but also created custom, clear educational materials tailored to our diverse employee base, coordinated directly with our recordkeeper to resolve system integration issues and met with key stakeholders individually to secure buy-ins.
“What made Oliver’s contribution exceptional was the seamless blend of strategic vision, technical mastery and empathetic communication. He stepped outside the boundaries of traditional consulting and acted as a true partner to both our leadership and human resource teams. He brought clarity and stability during a period that could have easily become overwhelming for our internal staff.”
Registered representative of and securities offered through Voya Financial Partners, LLC (member SIPC).
Investment advisor representative of and investment advisory services offered through Voya Retirement Advisors, LLC.
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