Aaron Borders
Senior Retirement Plan Strategist | DC Plan Expert | Fiduciary & ERISA Specialist | Growth Driver | Institutional & Advisor Markets | AIF®, CMFC®
- Role
- Sr Workplace Retirement Plan Consultant at Edward Jones
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Aaron Borders
As a seasoned retirement plan strategist with over two decades of experience in the financial services industry, I help financial advisors, consultants, and plan sponsors navigate the increasingly complex retirement landscape to deliver optimized outcomes. My background includes leading institutional relationships, growing Defined Contribution AUM from $8B to $60B+, and implementing strategic initiatives that drive participant engagement, plan growth, and fiduciary excellence.I specialize in building business development and training programs that empower advisors to confidently position themselves in competitive markets. My deep expertise spans ERISA, fiduciary governance (3(21), 3(38), and 3(16)), recordkeeping platforms, plan design, and retirement income strategies. From RFP strategy to large plan acquisition and retention, I deliver consultative solutions that help firms expand their retirement footprint while staying compliant and forward-thinking.As Vice President at Crossmark and Dimensional Fund Advisors, I led high-impact initiatives supporting complex DC/DB clients across the public and private sectors. I’ve developed original thought leadership, educated C-suite executives and plan committees, and supported cross-functional sales and operational teams to ensure seamless execution.I am committed to mentoring, contributing to the retirement industry\'s evolution, and leading with insight and integrity. Whether advising on the latest plan trends, facilitating advisor training, or leading transformation projects, I focus on aligning every retirement solution to client success.Let’s connect if you’re looking for expertise that blends strategic retirement planning, advisor enablement, and client-centric leadership.
Experience
Sr Workplace Retirement Plan Consultant
Jan 2025 — Present
Education
Hillsdale College
Adult and Continuing Education and Teaching
2024
Skills
- Investment Strategies
- Series 7
- Financial Services
- 401k
- Series 63
- Asset Allocation
- Mutual Funds
- Asset Management
- Investments
- Wealth Management
- Investment Management
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