Courses: 1032
Mark is a Senior Plan Consultant with APS Pension & Financial Services. In that capacity he consults with business owners who are interested in setting up a qualified retirement plan or would like to make their existing plan more efficient and cost effective. Mark will also meet with the owner’s CPA to ascertain how best to match the objectives, cash flows and tax deductibility desired with a proper plan design. Along with the actuarial expertise of the APS staff, Mark will then help to design the features that meet the aforementioned needs and desires.
In addition, Mark meets with each plan’s participants through annual education meetings to assist them with better understanding the benefits of participating in their company’s plan, as well as explaining the investment options available to them. He is also a member of the APS Investment Management’s investment committee which monitors and benchmarks available investment options for our 401(k) clients.
Mark also works with private investment and insurance clients by managing portfolios for them as a Fiduciary Investment Advisor, always mindful of a client’s best interest. Frequent client meetings and reviews help to ensure that each client’s investment strategy aligns with their risk tolerance, time horizon, and goals.