Retirement Plan Advisor Timothy Schannep, CFP® Joins the Retirement Advisor Council
- Created: Thursday, 24 March 2016 17:10
East Granby, CT – Timothy Schannep, CFP®, has joined the Retirement Advisor Council effective January 1, 2016.
As a Vice President of Retirement Plan Solutions at CBIZ in Tucson, Arizona, Mr. Schannep works with companies to implement, monitor and maintain employer sponsored retirement plans for clients in Arizona. He and his team offer a comprehensive approach to financial planning, including tax and estate issues, retirement planning and advice to about 75 clients with more than 6,000 participants and $149 million in assets. Mr. Schannep is a second generation financial advisor who works with a broad spectrum of bi-lingual clients.
Mr. Schannep 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 commitment to financial literacy and the work he has done to promote retirement readiness among his clients. The Executive Board of the Council approved Mr. Schannep’s nomination in January 2016.
“The Retirement Advisor Council offers us access to successful financial practitioners with whom we can share best practices. I am looking forward to working with this distinguished group” said Mr. Schannep.
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 CBIZ Retirement Plan Solutions at https://www.cbiz.com/about-us/locations/office/biz/2649/office/cbiz_retirement_plan_services_tucson
Learn more about the Retirement Advisor Council at www.retirementadvisor.us