Ryan Coker, Aif, Clu, Chfc, Aep, Rfc Email and Phone Number
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc work email
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Ryan Coker, Aif, Clu, Chfc, Aep, Rfc personal email
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc phone numbers
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc is a Founding Principal | Fiduciary Guidance | Plan Sponsor Advisor Retirement Plan Consultant | Plan Participant Advocate at AdvisorySouth, LLC. He possess expertise in retirement planning, estate planning, life insurance, wealth management, investments and 4 more skills.
Advisorysouth, Llc
View- Website:
- advisorysouth.com
- Employees:
- 6
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Founding Principal | Retirement Plan ConsultantAdvisorysouth, Llc Sep 2015 - PresentAtlanta Metropolitan AreaMy approach to retirement planning enables our plan sponsors to evaluate and manage their retirement plan resources prudently and efficiently while providing their plan participants the confidence their plan is managed wisely.As an ERISA 3(21) Accredited Investment Fiduciary (AIF®) I’m dedicated to educating our plan sponsors and their fiduciaries on how to reduce plan risk by adhering to ERISA and the Department of Labor (DOL) guidelines. We understand the importance of participant education. We conduct employee training meetings in person, via WebEx or other means with the goal of improving their financial behavior through a greater understanding of their choices and their future retirement outcomes.Our motto is “We love our clients and they love us back!” I have been recognized as a national leader in the design, implementation, and administration of discretionary retirement plans including executive bonus, split-dollar, non-qualified deferred compensation and SERP plans for executives and owners of publicly held and closely held companies. I also bring extensive expertise and experience with nonprofit organizations to the firm.My goal is to assure AdvisorySouth remains fiercely independent of any insurance, mutual fund or other institutional ties to make sure we continue to offer totally objective, unbiased advice, and services to our clients.
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Accredited Investment Fiduciary (Aif®)Advisorysouth, Llc Jan 2013 - PresentAtlanta Metropolitan AreaAs an ERISA 3(21) Accredited Investment Fiduciary (AIF®) my concern is for the health of my plan sponsors retirement plans. I share investment-related responsibilities as a co-fiduciary for plan investment decisions with the plan sponsors I serve.I provide our plan sponsors an independent compliance tool to not only measure the health of their retirement plan but it serves to identify potential weaknesses in their plan and remedy them through education, diligence, and process. The goals of our Fiduciary Fitness Program™ (FFP) are to:• Identify plan fiduciaries and understand the extent of their specific responsibilities• Attempt to comply with ERISA 404a and 404c• Document the hiring process for service providers and other vendors• Identify parties in interest to the plan and take steps to monitor transactions• Understand major exemptions under ERISA that permits transactions with parties in interest• Review plan documents in light of current plan operations and make necessary updates• Comply with reporting and disclosure requirements• Ensure that individuals are properly bonded and covered by liability insurance and moreThe diagnostic aspect of the FFP ensures everything is in order for safe and secure operation.The Fiduciary Plan Review provides education, documentation and plan metrics to meet fiduciary responsibilities and improve operational efficiency. The review also includes:• Fiduciary Report Card™• Fiduciary Plan Review™• Client Reference Guide™
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PrincipalVeracor Jan 2005 - Sep 2015Atlanta, Ga -
PrincipalThe Benefit Company Sep 1994 - Dec 2004
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PrincipalThe Benefits Planning Group Jan 1990 - Aug 1994
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc Skills
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc Education Details
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International Association Of Registered Financial ConsultantsRegistered Financial Consultant (Rfc®) -
Accredited Estate Planner (Aep®) -
Fi360Retirement Plans
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Chartered Financial Consultant (Chfc®) | Chartered Life Underwriter (Clu®)
Frequently Asked Questions about Ryan Coker, Aif, Clu, Chfc, Aep, Rfc
What company does Ryan Coker, Aif, Clu, Chfc, Aep, Rfc work for?
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc works for Advisorysouth, Llc
What is Ryan Coker, Aif, Clu, Chfc, Aep, Rfc's role at the current company?
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc's current role is Founding Principal | Fiduciary Guidance | Plan Sponsor Advisor Retirement Plan Consultant | Plan Participant Advocate.
What is Ryan Coker, Aif, Clu, Chfc, Aep, Rfc's email address?
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc's email address is ry****@****cor.com
What is Ryan Coker, Aif, Clu, Chfc, Aep, Rfc's direct phone number?
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc's direct phone number is +177057*****
What schools did Ryan Coker, Aif, Clu, Chfc, Aep, Rfc attend?
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc attended Georgia State University, International Association Of Registered Financial Consultants, The American College Of Financial Services, Fi360, The American College Of Financial Services.
What skills is Ryan Coker, Aif, Clu, Chfc, Aep, Rfc known for?
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc has skills like Retirement Planning, Estate Planning, Life Insurance, Wealth Management, Investments, Long Term Care, Disability Insurance, 401k, Strategic Financial Planning.
Who are Ryan Coker, Aif, Clu, Chfc, Aep, Rfc's colleagues?
Ryan Coker, Aif, Clu, Chfc, Aep, Rfc's colleagues are Angie Fedisin, Isabella Williams, Thomas Rodgers, Kevin Hallam, Mba, Ricp, Steven T. Johnson, Aif®, Rfc®, Cpfa®, Jeff Thomas, Caroline Crisp Hall, Ms, Cfp®.
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