Employer Plan Advisor And Investment Representative
CurrentStas Politis, a Certified Plan Fiduciary Advisor (CPFA®), specializes in guiding employer-sponsored retirement plans, including 401(k)s, 403(b)s, and other defined contribution plans. With over 18 years of experience, Stas offers personalized strategies and extensive support to both mature and start-up plans. He thoroughly assesses business financial statuses, identifies potential concerns, and recommends suitable retirement and fiduciary compliance solutions. Stas ensures plan compliance with regulations and manages risks related to administration and investments, providing peace of mind to business owners and their employees throughout their retirement planning journey.As a Registered Representative with Upward Wealth Group, LLC, Stas collaborates with a seasoned team of financial experts covering all aspects of retirement planning, including plan distributions and rollovers. Clients benefit significantly from his expertise as he engages with employees, offering education and one-on-one virtual meetings to aid in their retirement planning. Stas plays a vital role in bridging the "retirement" gap for employees, crafting holistic solutions to navigate their financial future confidently.Stas' mission is to lighten the load for plan sponsors by reducing their fiduciary responsibilities and alleviating responsibility to avoid compliance breaches and personal liability. He is dedicated to achieving success and compliance in managing, investing, and administering retirement plans, prioritizing efficiency, safety, and quality in every aspect.Are you looking to improve or start up a new retirement plan? I prioritize your best interests, provide transparent information about fees and investments, disclose any potential conflicts of interest, and follow processes designed for your benefit. If this sounds like what you need, feel free to reach out to me at (561) 310-3579.
