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Mark Ray

Mark Ray

Mark is a retirement plan expert and registered fiduciary. Mark guides businesses through the challenges of managing a successful retirement plan, using keen analytical, teaching and interpersonal skills developed over more than 20 years in the industry. As a business owner himself, he understands the significant responsibility and liability associated with company-sponsored retirement plans.

Mark’s extensive professional credentials include chartered retirement plan specialist (CRPS), accredited investment fiduciary (AIF), plan sponsor retirement professional (PRP), DALBAR registered fiduciary (RF) and cash balance consultant (CBC). His consulting expertise includes regulatory plan compliance, complex plan design and fiduciary oversight.

Recent Articles by Mark Ray

Investment Oversight: Look Beyond Scores!

You know the drill. It’s time for the quarterly investment committee meeting on the retirement plan. Your consultant has used a “data-based” program to complete a review and handed you a report with colors and scores that indicate that the funds being offered to participants in the plan are doing well. Should you accept these scores and […]

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  • Benefits & Long-Term Care