David has more than 15 years of experience in the institutional retirement plan marketplace. His primary area of expertise is retirement plan design, including advising executives and professionals on the requirements of qualified retirement plans, addressing issues concerning plan investments and developing strategies to mitigate fiduciary liability.
At The MFA Companies®, David leads the Firm’s Retirement Plan Advisory Practice. He couples his knowledge of retirement plan design and administration with his expertise in investments and retirement planning. He is actively involved in guiding plan sponsors through the formation, implementation and ongoing management of their retirement plans. His client base relies on him to assist them in meeting their fiduciary responsibilities, adhering to complex ERISA regulations and meeting their overall goal of providing best-in-class retirement plans for their organizations. He is a passionate advocate for plan participant education and regularly conducts educational workshops for his clients’ employees.
- Retirement plan design and compliance
- Fiduciary guidance/plan governance
- Plan provider analysis
- Investment strategy
- Fee benchmarking
- Investment evaluation and monitoring
- IRS compliance programs
- Plan participant education
- 3(21) investment advisory
- 3(38) investment management
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