Retirement Plan Advisor Michael A. Coelho, C(k)P AIF Joins the Retirement Advisor Council

Issued by: Retirement Advisor Council

Date: Mar. 8, 2016

As a Managing Director at SageView Advisory, Mr. Coelho provides employers with careful navigation to help them maximize their retirement plan results and mitigate their fiduciary liabilities.  With a single focus of Retirement plan consulting, Mr. Coelho uses SageView’s proprietary analytical tools to deliver a first-class retirement program for all of his clients.

Mr. Coelho was nominated for a seat on the Council in November 2015.  The Nomination Committee recommended his application for Council membership after a comprehensive review process that took multiple factors into consideration including his extensive knowledge of fiduciary issues and recognition as a top retirement plan advisor. The Executive Board of the Council approved Mr. Coelho’s nomination in January of 2016.

“My working style is simple as I prioritize three things for all my clients:  Building a retirement plan with fully transparent components that can be easily explained, making plans both cost- and time-efficient to operate and maintain, and providing employees with the best mix of investment choices at the lowest possible costs to help them maximize their potential for long-term success.  I’m excited to join the Council to network and share ideas with other like-minded advisors, and I’m also looking forward to serving on the Public Relations committee.”

The Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management.  

The Council accomplishes this mission by:

• Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  
• Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  
• Providing collective thought capital to decision makers, product providers, legislators and the public.
  
• Giving voice to the retirement plan advisor community.
  
• Offering tools to evaluate advisors to ensure the quality of services provided.

Learn more about the Retirement Advisor Council at www.retirementadvisor.us

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