Currently holds one or more designations which indicate proficiency in qualified plan issues affecting plan sponsors and participants.
Currently serves as a financial advisor on at least 40 qualified retirement plans.
Currently serves as a financial advisor to several 401(k) and Simple IRA service providers, such as but not limited to The Standard, Invesco, Equitable, Fidelity, and The Principal.
Affords plan sponsors access to over 25 different 401(k) service providers.
Currently serves as a financial advisor on at least 20 qualified plans covered by ERISA that utilize 3(38) fiduciary investment services.
Currently serves as a financial advisor on at least 14 qualified plans covered by ERISA that utilize 3(16) Administrative fiduciary services.
Currently serves as a financial advisor on at least eleven qualified plans that have elected to join a Pooled Employer Plan (PEP) recently allowed by the Secure Act.
Currently serves as a financial advisor with $80,000,000 in assets under management.
