New Aspect Financial Services leads the way in Retirement Planning! Last week, New Aspect Financial Services’ Karin Alvarado and Shawn Campas attended the National Association of Plan Advisors 401k Summit in Las Vegas. Both Alvarado and Campas recently acquired the distinguished and valuable Certified Plan Fiduciary Advisor (CPFA) designation. This designation is increasingly relevant with the U.S. Department of Labor Fiduciary rule which was set to begin April 2017. The DOL subsequently proposed a 60-day delay to the rule’s applicability date, which is set to begin June 9th .
Senior Partner Karin Alvarado’s goal is to serve and improve business’ retirement plan functionality, success, and reducing employer’s fiduciary liability. She works closely with a team of experts at New Aspect including Shawn Campas and Matthew Mullowney who are also a Certified Plan Fiduciary Advisors.

When asked Alvarado stated ” the DOL (Department of Labor Fiduciary) rule doesn’t change much for us as we’ve been serving our clients as Fiduciaries for years.”

17854912_1408509909213703_7354161348572871983_o

Your email address will not be published. Required fields are marked *