Retirement for everyone! After years of study into retirement plans, the government found that many Americans were not covered by a qualified retirement plan. Many people either did not qualify due to their part-time status, did not have access to a retirement plan, or just do not know enough about them to use them.
The government amended Security Act 1.0 in order to provide more inclusive solutions for all Americans. Listen in to learn along with Andrew Zito, COO of Advus Financial Partners LLC, about how the SECURE 2.0 Act will affect your retirement plans and your business.
MORE ABOUT OUR GUEST:
Andrew S. Zito, AIF®, CPFA®
President / Chief Operating Officer
AdvusPartners.com
Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.
Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and setting its strategic direction.
Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.
Andrew received a BS in finance from Bentley College. He also earned the Accredited Investment Fiduciary (AIF®) and the Certified Fiduciary Plan Advisor (CFPA) designations.
Andrew lives in Longwood, Florida, with his wife, Amanda, and their three children. He likes to be out in the water, to watch his kids compete in sports and to tackle projects around the house.
To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.
Retirement for everyone! After years of study into retirement plans, the government found that many Americans were not covered by a qualified retirement plan. Many people either did not qualify due to their part-time status, did not have access to a retirement plan, or just do not know enough about them to use them.
The government amended Security Act 1.0 in order to provide more inclusive solutions for all Americans. Listen in to learn along with Andrew Zito, COO of Advus Financial Partners LLC, about how the SECURE 2.0 Act will affect your retirement plans and your business.
MORE ABOUT OUR GUEST:
Andrew S. Zito, AIF®, CPFA®
President / Chief Operating Officer
AdvusPartners.com
Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.
Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and setting its strategic direction.
Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.
Andrew received a BS in finance from Bentley College. He also earned the Accredited Investment Fiduciary (AIF®) and the Certified Fiduciary Plan Advisor (CFPA) designations.
Andrew lives in Longwood, Florida, with his wife, Amanda, and their three children. He likes to be out in the water, to watch his kids compete in sports and to tackle projects around the house.
To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.