Beirne Wealth Consulting's Dana McLaughlin has been Awarded the Certified 401(k) Professional Designation
Tuesday, December 2, 2014
The Retirement Advisor University is pleased to announce that Dana McLaughlin of Beirne Wealth Consulting is now credentialed as a Certified 401(k) Professional - and holds the C(k)P®Designation, which represents a distinguished achievement for the professional Retirement Plan Advisor
The C(k)P® or Certified 401(k) Professional Designation is administered by The RetirementAdvisor University in collaboration with UCLA Anderson School of Management Executive Education.
The C(k)P® Designation identifies financial professionals who have demonstrated the knowledge and experience to help affect the outcome of corporate retirement plans, and who are authorized to use the C(k)P® Designation certification mark in the USA.
The prerequisites to use the C(k)P® Designation on marketing material consists of personally having:
- 3 years of experience in the defined contribution industry
- 10 plans under management/advisory
- $30 million of assets under management/advisory
As a Senior Wealth Advisor with Beirne Wealth Consulting in Milford, CT, Dana is responsible for advising clients on financial organization, investments, retirement and education planning, trust asset management, and efficient wealth transfer. As life continuously evolves, Dana is a thoughtful and reliable partner for clients to listen, optimistically evaluate change, give meaningful reminders, to celebrate or console, to look forward and make a positivedifference.
In addition to the C(k)P® designation representing the pinnacle of achievement for the professional Retirement Plan Advisor, Dana has also received the Accredited Asset Management Specialist (SM) designation and the Certified Financial PlannerTM certification, recognized as the standard of excellence for personal financial planning.
At Beirne Wealth Consulting, outcomes matter and trust is earned. The C(k)P® program isan example of Dana's and BWC's commitment to providing prudent and forward-thinking adviceto our private and institutional clients.
The retirement plan landscape is rapidly changing. Many new strategies and solutions are available for personal retirement planning, as well as for corporate retirement plan design. These new approaches may increase probability of meeting personal retirement goals, could improve employee participation in 401K plans, and may even lower plan cost structures and provide transparency for sponsors and participants.
About Beirne Wealth Consulting Services, LLC
Beirne Wealth Consulting Services, LLC (“BWC”) is a growing, privately owned, SEC Registered Investment Advisor with about $2 billion in assets under management and over 25 employees in Connecticut, Pennsylvania and Florida. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.