David Test
As a retirement plan advisor, I help my clients manage the risks associated with being a fiduciary for their organization’s retirement plan. I help my clients understand their responsibilities and create prudent processes to help fulfill their responsibilities and limit their risks. I am committed to providing my clients with objective guidance regarding employer sponsored retirement solutions. Proactive client communication and solutions-based consulting are my core competencies. My goal is to make your retirement program comprehensive, compliant, and robust as a meaningful part of your overall employee benefits program. View me as an extension of your company, focused on your unique goals. As your relationship manager, I provide the following services in my area of expertise to meet your retirement program needs:
Plan Design Specialist
Provider Benchmarking
Employee Education
Investment Analysis
Fiduciary Guidance
- 24hr turnaround to your inquiries
- Take initiative to make sure your plan is working well instead of waiting for you to complain
- Quarterly, Semi-Annual or Annual reviews
- Serve as your resource for plan provider services and communication
- Single access point for Plan Sponsor
- Open communication and transparent cost structure with Plan Administrator and participants
- Formal feedback and evaluation procedure so that I may constantly improve my services
Credentials
- Education: BBA, Marketing, Texas Tech University
- Association: American Society of Pension Professionals and Actuaries
- Designation: CEBS® – Wharton School of the University of Pennsylvania and International Foundation of Employee Benefits Plans
- 2017 National Association of Insurance and Financial Advisors (NAIFA) Quality Award
- Life Insurance License
- Retirement Income Certified Professional RICP® - American College, Bryn Mawr, PA
- Experience: Over 27 years in the financial services industry focused on corporate retirement plans
- Registrations: FINRA series 6, 7, 63, 66
