“This is a unique way for us to have our voices heard and to return home with new, critically important market and regulatory intelligence to serve our clients and their employees."
Orlando, FL (PRWEB) July 17, 2015
Don Faller, Managing Partner, FiduciaryFirst, has been selected as one of the nation’s top 200 elite 401(k) plan advisors in the United States*. Don will meet in Washington, D.C. to listen to and brief top Congressional leaders about the future of the retirement savings industry and how proposed laws and regulations will affect American workers’ retirement security.
The NAPA DC Fly-In Forum, moved forward on the calendar this year in anticipation of a new DOL proposed fiduciary regulation, is a convergence of elite advisors to advocate for the industry’s goals with the national policymakers who matter. Said Faller, “This is a unique way for us to have our voices heard and to return home with new, critically important market and regulatory intelligence to serve our clients and their employees.”
These elite advisors will receive first-hand insights from the Speaker of U.S. House of Representatives, John Boehner. The delegates will also meet with top-level Senators and high-ranking Treasury Department officials to provide input to policy makers on key issues including the recently modified fiduciary proposal by the DoL, new legislative initiatives, revenue-sharing litigation, and tax reform “targets.”
FiduciaryFirst works extensively with matters pertaining to the financial operation of Employer Sponsored Retirement Plans. Faller works directly with Retirement Plan Committees in designing, consulting, implementing, and managing proactive investment fiduciary strategies. FiduciaryFirst manages and documents arms-length, consistent and objective processes for organizations while seeking to effectively manage the personal and corporate liabilities of the Plan Fiduciaries.
FiduciaryFirst has been recognized as a national leader in developing plan cutting-edge strategies to drive plan success and improve employee outcomes. “Employee success is a primary focus at FiduciaryFirst. Behavioral Finance strategies yield powerful results to our clients’ success,” says Hayes.
For more information, please visit http://www.fiduciaryfirst.com or call anytime at
Contact: Don Faller
1-866-625-461 ext. 200
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC 2009
*Selected by NAPA from eligible NAPA members and senior decision makers based on the following qualifications: firm retirement specialist or retirement industry designation; at least $100M in plan assets and 10 or more retirement plans; 2000+ plan participants; and minimum of 5 years’ experience servicing retirement plans.
*NAPA and LPL Financial are not affiliated entities.