Michael Malz, CFP®, CRPS®, has joined the Retirement Advisor Council effective January 2017

East Granby, CT – We are pleased to announce Fiduciary Benchmarks (FBi) has joined the Retirement Advisor Council as an Associate Member.

As Senior Vice President – Wealth Management, Wealth Advisor at The Lehigh Valley Group at Morgan Stanley, Michael Malz consults with affluent families, business owners and corporations regarding their qualified and non-qualified retirement plans.

Mr. Malz was awarded Morgan Stanley’s Corporate Retirement Director (CRD) designation, which is held by less than 2% of the financial advisors in the firm. The CRD designation recognizes advisors who have dedicated their practice to helping corporate clients manage their retirement plans. As a CRD, he serves as a resource to other financial advisors who are seeking counsel from an experienced corporate retirement plan financial advisor. He has also earned the Certified Financial Planner® (CFP®) designation, and is a Chartered Retirement Plans Specialist (CRPS®).

Mr. Malz was nominated for a seat on the Council in November 2016. The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his extensive investment experience and his standing in the industry as a leading retirement plan expert.  The Executive Board of the Council approved Mr. Malz’s nomination in January of 2017

“My greatest professional goal is to help individuals save for a more secure financial future. With the insight of other Council members who share this same commitment, I believe I can make an even bigger difference in their lives today, tomorrow and far into the future,” said Mr. Malz.

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 The Lehigh Valley Group at Morgan Stanley at https://fa.morganstanley.com/thelehighvalleygroup/

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

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