Beltz Ianni & Associates’ managing partner, Robert F. Judd, has been selected by Employee Benefit Adviser as the 2017 Retirement Adviser of the Year. The honor, sponsored by ADP, and awarded by Employee Benefit Adviser, recognizes individuals for their innovative ideas and unique approach to the employee benefits market. They also have “clear vision in presenting the products and services best suited to meeting employers’ objectives.”
Long-time financial advisor David G. Benedict, AIF, ChFC, CLU, CFBS, has joined the firm. David has spent over forty years in the financial services industry, providing guidance to both individual and corporate clients. As part of the Retirement Plan Consulting group at Beltz Ianni, David focuses his attention on new plan acquisition and providing relationship oversight to his clients.
In joining Beltz Ianni as an independent advisor, David can draw upon many different resources to help his clients meet their goals. “Being independent means I am not tied to any specific solution,” says David, “and my clients will benefit from my ability to put their needs first and offer “best-fit” solutions.”
Kyle Dunn joins the company as a client services manager responsible for relationship management, process coordination, and client services. Kyle is a financial professional with over seven years of experience
discovering his clients’ financial needs and introducing them to a wide range of financial planning services.
Partner Bob Judd has attained the Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors (NAPA). Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Bob Newton joins the Business Services Group as Manager of Retirement Plan Services. As a retirement plan relationship manager and consultant, his focus will be on supporting Beltz Ianni’s retirement plan clients with plan design, program implementation and coordination of provider services, consultation on fiduciary matters, and research and resolution of service issues.
Outstanding client service, ethics and professionalism have elevated David Ianni, a founding partner of Beltz Ianni & Associates, LLC, to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table (“MDRT”), The Premier Association of Financial Professionals®.