Personal Information
Organização/Local de trabalho
Madison, WI United States
Cargo
Executive Director
Setor
Finance / Banking / Insurance
Sobre
Over the course of his nearly 30-year career, Madison, Wisconsin, resident Richard Shafer has become an expert at organizing retirement and pension plans. Currently, Richard Shafer serves as the Executive Director at Well and Good, LLC. This boutique advisory service based in Madison is registered with the Securities and Exchange Commission, which allows it to operate on a national level. Mr. Shafer’s business provides retirement plan development for nonprofit organizations. As of now, the company serves plans large and small, nationwide.
Marcadores
madison
richard shafer
dick shafer
richard shafer madison
retirement plan
independent fiduciary
403(b) plans
fiduciary
retirement plans
401k and 403b
403(b) plan
401(k)
403(b)
madision
fiduciary standards
advantaages
duties
employer stock
basic responsibilities
certified employee benefit specialist
basics
fee-only fiduciaries
advantages
403(b) and 401(k) plans
personal finance
international society of certified employee benefi
employee benefits
symposium
nonelective contributions
elective deferrals
manage retirement plans
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