Are You a Good Steward of Your Company's Retirement Plan?
Wednesday, Sept. 4 | 3:30pm
Wednesday, Sept. 4 | 3:30pm
Presented by Doug Bermudez, Chris Castro, and Greg Merriman
It is tough to be a good steward if you don't have the expertise. That's why so many Employers hire qualified plan advisors by utilizing the CFCA 401(k) plan solution. We don't just help CFCA members run in compliance, we incorporate fiduciary best practices. Providing a better retirement for Employees by making it easier for CFCA Employers.
It is tough to be a good steward if you don't have the expertise. That's why so many Employers hire qualified plan advisors by utilizing the CFCA 401(k) plan solution. We don't just help CFCA members run in compliance, we incorporate fiduciary best practices. Providing a better retirement for Employees by making it easier for CFCA Employers.
|
DOUG BERMUDEZ began his career in the financial services industry in 1994 with Empower Retirement. He later joined ABD Insurance & Financial Services, a predecessor firm of Wells Fargo Insurance Services. In 2007, he joined Wells Fargo Advisors and formed the Bermudez/Hall Retirement Group with his associate, Erin Hall. They provide high-level service to both corporations and individuals through comprehensive financial advice. Doug and Erin joined SRP in June of 2019, opening the Los Angeles area office. In 2005 and 2012, respectively, Doug earned the Certified Fund Specialist® and Certified 401(k) Professional certifications after completing approved educational programs, passing rigorous examinations, and meeting stringent experience requirements.
|
|
CHRIS CASTRO specializes in helping financial advisors develop successful retirement plan strategies that make a difference in the lives of their clients. Chris has more than 15 years of experience in the financial and retirement industry, and is known for helping financial advisors and TPAs grow their practices and create successful retirement plan programs for their clients. He prides himself on his responsiveness and accessibility, and considers himself to
be a member of his clients’ retirement plan team. |
|
During the past 11 years as TAG Resource's Senior Vice President, GREG MERRIMAN'S focus has been as a regular speaker and presenter working directly with advisors nationally providing education and expanding knowledge about the TAG Program in the business community. During this time the TAG Program has grown from $35M to over $1.5B AUM.
|