Nathan White, AIF®, CPFA, C(k)P, has joined the Retirement Advisor Council effective January 1, 2017

East Granby, CT –  As Managing Principal at SLW Retirement Plan Advisors, Nathan White uses his extensive industry knowledge and innovative spirt to help retirement plan sponsors manage their fiduciary policies while maximizing the benefits to employees.

In 2015 and 2016, Mr. White was named a Financial Times Top 401(k) Advisor and served as 1 of 3 Advisor Delegates from the San Francisco Bay Area who sat down with policymakers and congressional representatives on Capitol Hill to discuss the proposed Fiduciary Rule.

Mr. White was nominated for a seat on the Retirement Advisor Council in October 2016. The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his extensive industry experience and his standing as a leading retirement plan expert. The Executive Board of the Council approved Mr. White’s nomination in November of 2016.

For as long as I can remember, it has been my goal to make the world a better place through my professional and philanthropic services. With my membership on the Retirement Advisor Council, I have an opportunity to better work towards those goals. I look forward to sharing my insights with and learning from the other members on the Council In the realm of retirement plans, specialization is more important now than ever. As an advisor who focuses solely on 401k plans, I’m excited about the opportunity to work with and learn from the other experts on the Retirement Advisor Council,” said Mr. White.

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 Summit Group Retirement Planners at www.sgretirementplanners.com

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

Investment advisory services offered through Summit Group Retirement Planners, a registered investment advisor. Summit Group Retirement Planners and the Retirement Advisor Council are not affiliated entities.