Retirement Plan Advisor David Altimont, JD Joins the Retirement Advisor Council

East Granby, CT – David Altimont, JD has joined the Retirement Advisor Council effective January 1, 2016.

As a Senior Vice President with Lockton Financial Advisors who has over thirty years of professional experience, Mr. Altimont is an expert retirement plan advisor with a wealth of experience specific to institutional retirement plans.  Mr. Altimont helps his retirement plan clients with nearly all aspects of the business— investments, administration, trust/custody, compliance, fiduciary, and employee education as each area specifically relates to 401(k), 403(b), 457, profit sharing, defined benefit, and non-qualified plans. With 200 retirement plans, approximately 110,000 participants and $11 billion in plan assets, Mr. Altimont uses both his retirement plan experience and background in law to benefit his corporate clients and their participants.

Mr. Altimont was nominated for a seat on the Council in November 2015.  The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his extensive expertise working with all aspects of retirement plans and his experience founding a retirement plan practice. The Executive Board of the Council approved Mr. Altimont’s nomination in January of 2016.

“Clients hire us because of our service-first culture, our fiduciary focus, our breadth and depth of experience, our transparency, and our reasonable costs. My legal background has also been a big help to our clients, and staying in the retirement business for over 30 years has allowed me to see a lot.  The accomplishments I am most proud of, though, are always those that have benefitted our clients.” said Mr. Altimont.

The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management.  The Council accomplishes this mission by:

  • Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  • Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators and the public.
  • Giving voice to the retirement plan advisor community.
  • Offering tools to evaluate advisors to ensure the quality of services provided.

Learn more about Lockton at lockton.com

Learn more about the Retirement Advisor Council at www.retirementadvisor.us