Doug Mccarthy, Crps, Cpfa Email and Phone Number
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Doug Mccarthy, Crps, Cpfa personal email
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I specialize in corporate retirement plans. I work with plan trustees to optimize the experience for plan participants so they can reach their retirement goals. I have been working in the financial services field since 2000 spending my early years working with business owners on estate planning and business succession planning. I recognized a need for specialized advisors in the corporate retirement plan market several years ago. Business owners needed guidance with fiduciary issues, managing the investment platform they offer participants and staying in compliance in an always changing regulatory environment. Business owners need a firm that has a sole focus of corporate retirement plans. Our firm does not have a bias when it comes to 401(k) vendors/platforms - we want to find the best fit for the needs of the plan sponsor and plan participants. Given the opportunity we can analyze and benchmark your retirement plan, knowing you are providing a great benefit to your employees while transferring fiduciary liability elsewhere.Securities offered through Triad Advisors, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, Inc., an SEC-registered investment adviser. Resources Investment Advisors, Inc. and Retirement Partner Advisors are not affiliated with Triad Advisors.Licensed to sell securities in the following states: KY, & SC Information is provided from sources believed to be reliable however we cannot guarantee orrepresent that it is accurate or complete. Because situations vary, any information providedon this site is not intended to indicate suitability for any particular investor. Hyperlinks areprovided as a courtesy. When you link to the 3rd party website you are leaving our site andassume total responsibility for your use at these sites.”
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Managing PartnerMadison Financial Sep 2023 - PresentGreenville, South Carolina, United States
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PartnerRetirement Partner Advisors Feb 2017 - PresentGreenville, South Carolina Area -
PresidentPension Advisors Oct 2009 - Feb 2017Pension AdvisorsMy Role as your 401(K) Advisor includes Services such as: 1) Evaluate and Select Service Providers: As an independent advisory firm, we do not have a bias or affiliation with any one particular vendor. We have worked with vendors such as: American Funds, Charles Schwab, Fidelity Investments, Great-West Retirement Services, Lincoln Financial Group, Mass Mutual Financial Group, Transamerica, Mutual of Omaha ... just to name a few, BUT, we are NOT limited to this list and are happy to assist you in the selection of a vendor that best matches with and meets your company's needs. 2) Benchmark fees - We want to make sure that you are paying competitive fees for recordkeeping, administration and the cost of the mutual funds 3) Fund Performance Review - Compare performance and stats against industry benchmarks 4) Review Compliance and Reporting Strategies - Keep clients on target with all the necessary filings with timetables and checklists 5) Provide Participant Education and Investment Guidance - On-going employee education is a large part of our service model. Participants have full access to our financial services via group seminars, individual meetings, email, and phone 6) Annual Full Plan Review - Annual review of plan in its entirety to ensure that fees of the plan remain competitive, the plan is adhering to its investment policy statement, that enrollment in the plan is satisfactory, and that the plan is utilizing all available technology 7) Create a cloud based fiduciary briefcase to retain important plan documents, on-going education pieces, quarterly investment reviews and any future amendments to the plan -
PresidentSelf-Employed Jan 2004 - Oct 2009Greenville, South Carolina AreaEstate Tax Planning, Business Succession Planning
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AdvisorKent Evan Group 2000 - 2004Greenville, South Carolina AreaEstate Tax Planning, Business Succession Planning
Doug Mccarthy, Crps, Cpfa Skills
Doug Mccarthy, Crps, Cpfa Education Details
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Communications
Frequently Asked Questions about Doug Mccarthy, Crps, Cpfa
What company does Doug Mccarthy, Crps, Cpfa work for?
Doug Mccarthy, Crps, Cpfa works for Madison Financial
What is Doug Mccarthy, Crps, Cpfa's role at the current company?
Doug Mccarthy, Crps, Cpfa's current role is Managing Partner Madison Financial.
What is Doug Mccarthy, Crps, Cpfa's email address?
Doug Mccarthy, Crps, Cpfa's email address is dm****@****psc.com
What is Doug Mccarthy, Crps, Cpfa's direct phone number?
Doug Mccarthy, Crps, Cpfa's direct phone number is +121659*****
What schools did Doug Mccarthy, Crps, Cpfa attend?
Doug Mccarthy, Crps, Cpfa attended James Madison University.
What skills is Doug Mccarthy, Crps, Cpfa known for?
Doug Mccarthy, Crps, Cpfa has skills like Banking, Pensions, Insurance, Retirement Planning, Portfolio Management, Investments, 401k, Retirement Plan Consulting, Investment Advisory, Strategic Planning, Financial Services, Wealth Management.
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