- 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.
