David Marshall, QPFC, CRPS® has joined the Retirement Advisor Council
- Created: Monday, 27 March 2017 10:00
East Granby, CT – David Marshall, QPFC, CRPS® has joined the Retirement Advisor Council effective January 1, 2017.
TAs Director and Senior Qualified Plan Consultant with The Marshall-Amato-Buxton Group in Portland, OR, David Marshall orchestrates and presents onsite and one-on-one financial education to plan employees and executives while understanding and representing each company’s culture as it relates to retirement benefits. Mr. Marshall is responsible for over 40 corporate plans across the country with over 12,000 plan participants where he travels to interact with participants and executives at their regional locations. For his efforts and expertise, in 2016 he was recognized as one of the Financial Times Top 401(k) Plan Advisers, which recognizes the top financial advisers who specialize in serving defined contribution retirement plans.
Mr. Marshall 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. Marshall’s nomination in January of 2017
“During my 35 years in the business, I’ve come across many dedicated industry professionals who want to build a better retirement platform. To me, membership on the Council represents an incredible opportunity to formally meet with these experts and learn from each other. I am extremely excited about joining such a prestigious group.”said Mr. Marshall.
Learn more about The Marshall-Amato-Buxton Group in Portland, OR at www.bairdfinancialadvisor.com/themabgroup
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 Retirement Advisor Council at www.retirementadvisor.us