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Partner Matt Gnabasik shares ideas on how advisors can help plans sponsors optimize their retirement plans.
Investor’s Business Daily – Advisors can provide expert retirement planning. But there’s one thing they usually can’t control: the structure and type of retirement plan that clients rely on.
It sounds easy. But it actually requires a series of smart moves to stay on track for retirement.
Matt is a Partner in the Chicago office. He is a well-known speaker, author and innovator in the retirement plan industry with more than 28 years of experience. Matt specializes in simplifying complex retirement issues for his plan sponsor clients by utilizing his deep experience to drive better outcomes for participants and reduced liability for plan sponsors. His areas of expertise include strategic plan design, fiduciary best practices, employee financial wellness, investment menu design, fee analysis and negotiation and multinational savings plans.
Prior to joining Cerity Partners, he founded Blue Prairie Group, a leading ERISA-focused RIA firm serving hundreds of corporate, not-for-profit and government clients throughout the country. He is the author of two books on retirement plans: 401(k) Best Practices: A Guidebook for Plan Sponsors (2020) and Smart Choices: Selecting and Administering a Safe 401(k) Plan (2002.)
Matt holds a Bachelor of Arts degree from the University of Wisconsin-Madison and a Bachelor of Science from the University of Minnesota, Carlson School of Management.
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PARTNER
David Aaron
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