We are pleased to announce Shay Woodward has completed the Certified Plan Fiduciary Advisor designation (CPFA) from the National Association of Plan Advisors sponsored by Nationwide!
The CPFA designation is for advisors that want to demonstrate their commitment to working with retirement plans. We believe this designation aligns with our mission to serve our plan sponsor clients better.
This designation focuses on four key areas:
⦁ ERISA Fiduciary Roles and Responsibilities
⦁ ERISA Fiduciary Oversight
⦁ ERISA Plan Investment Management
⦁ ERISA Plan Management
Thank you to our clients and trusted peers for your continuous support!