Robert Massa, ChFC®, CEBS®, AIF®, CBC® has joined the Retirement Advisor Council
- Created: Monday, 27 March 2017 09:30
East Granby, CT – Robert Massa, ChFC®, CEBS®, AIF®, CBC® has joined the Retirement Advisor Council effective January 1, 2017..
The Retirement Advisor Council is pleased to announce its newest member, Robert Massa, Director of Retirement for EPIC Insurance Brokers & Consultants Ascende Group and President of Ascende Wealth Advisers, Inc. (AWAI). Mr. Massa’s primary responsibilities with EPIC and AWAI include practice management, SEC compliance, strategic investment direction, retirement consulting standards and practices, employee education and development, financial wellness strategies and oversight of client relationships and engagements.
Additionally, Mr. Massa is a licensed life/health representative, has passed the Series 7, 24, 63 and 65 securities exams, is a Chartered Financial Consultant (ChFC®), a Certified Employee Benefits Specialist (CEBS®), an Accredited Investment Fiduciary (AIF®) and Cash Balance Consultant (CBC®)
He has been interviewed by U.S. News and World Report, The Motley Fool, Houston Business Journal, Institutional Investor, the Fiduciary News, TheStreet.com and CFO magazine, and spoken at several regional and national conferences, including the PLANSPONSOR national conference and the International Society of Certified Employee Benefit Specialists annual conference. In 2016, Mr. Massa was named Retirement Adviser of the Year by Employee Benefit Adviser magazine.
Mr. Massa 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. Massa’s nomination in January of 2017.
"For the past 25 years, I’ve dedicated so much of my time and energy promoting the benefits of retirement plans. To join with and learn from other Council members who share my passion is an opportunity I wholeheartedly embrace”said Mr. Massa.
Learn more about Learn more about EPIC at www.epicbrokers.com
Learn more about Learn more about Ascende Wealth Advisers at www.ascende.com
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