With over 27 years of qualified retirement plan knowledge and experience coupled with the appropriate industry designations, I am prepared to help startups and well-established qualified retirement plans and plan sponsors achieve their retirement plan design and implementation goals. By leveraging the business framework and values instilled by my father in the mid-1970’s and enhanced by our alliance with RPAG, I am prepared to provide plan sponsors and plan participants a retirement plan solution complete with Investment Analysis (including Target Date Funds Analysis), Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.My hands on approach and documented process allows me to assist plan sponsors directly in plan design, fiduciary education and to provide plan participants with the best opportunity to have a positive financial outcome. In today’s complex retirement plan market, I believe access to one’s plan sponsor advisor is the minimum service requirement. As a specialized ERISA advisor, I am available to help plan sponsors navigate the ever-changing landscape of new regulations, to make sure your plan is adhering to the most current ERISA and Department of Labor (DOL) guidelines.As an Accredited Investment Fiduciary (AIF®), I operate with your best interest in mind. To stay current, I have access to the most current industry thinking, technology, products, and regulatory environment through my affiliation with LPL Financial and RPAG.As a member of the Retirement Plan Advisory Group (RPAG), an alliance of accomplished defined contribution advisors representing 60,000 retirement plans, 4 million plus participants engaged with $500 billion in collective Assets Under Influence I have access to the knowledge base and tool set to handle the most complex retirement plan situation.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Leadership, Retirement, Strategic Planning, Sales, and 7 others.
