Cameron Ziegler

About Cameron Ziegler

As an Investment Advisory Representative with Cornerstone Wealth Advisors, I specialize in providing defined contribution, defined benefit, and nonqualified plan advisory services for small to mid-sized business owners. My goal is to help develop successful retirement plan strategies that make a difference in the lives of business owners and the lives of their employees. Overall Scope of Services as a Retirement Plan Advisor- Fiduciary Oversight & Fiduciary Education- Investment Due Diligence, Monitoring, & Reporting- 3(21) or 3(38) Co-Fiduciary - RFP/Provider Benchmarking- Plan Design Consulting- Employee Education (Spanish & English)- Day to Day Compliance & HR Support- Employee Transition Services- Financial Advisory Services for Plan Participants

Experience

1. Director of Retirement Plans, Investment Advisor Representative

   Cornerstone Wealth Advisors Inc

   Aug 2018 — Present · Carlsbad, CA, US

   In my current role, I work with plan sponsors to help maintain and optimize the quality and functionality of their retirement plans by performing the following functions-Identify areas of potential improvement within the retirement plan (i.e. cost savings opportunities, investment lineup, plan provisions, plan participation, and more)-Service day-to-day Plan Sponsor requests-Conduct Quarterly educational sessions with Plan Sponsors & Participants-Conduct Annual Plan Review meetings with Plan Sponsors-Work collaboratively with clients, Record Keeper & TPA relationship managers-Work with industry partners to continuously improve processes and offering-Host webinars, conference calls, and seminars to improve firm engagementI also lead our Alternative Investments Due Diligence team, underwriting and reviewing all alternative investment opportunities that we review for client portfolios.

Education

• Bryant University

  Bachelor's degree, Finance, General

  2014 — 2018

Skills

• Research
• Microsoft Word
• Leadership
• Management
• Microsoft Excel