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.