AIF®, AIFA, CBC, CPC®, CPFA®, QKA®, QPA, TGPC
Senior Retirement Plan Advisor
Moneta Group Investment Advisors
Moneta Group is a fee-only independent investment advisory firm providing retirement plan consulting as a fiduciary. As a Senior Retirement Plan Advisor, Sean Duggan has expertise in all phases of retirement plan administration, providing guidance to plan sponsors in support of their goals, including advice on plan design, plan operational issues, testing, governance compliance, employee education, and investment design. The Moneta Group was named by PLANADVISER as one of the Top 100 Retirement Plan Advisers in 2018.
www.monetagroup.com
314-244-3285
Clayton, MO
Client Plans:125
Participants:25,000
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