Colin Anderson

About Colin Anderson

I have been providing corporate and not-for-profit retirement plan consulting services to…

Experience

1. Principal, Financial Advisor Qualified Retirement Plan Consultant

   Vantage Financial Group, Inc

   Nov 2009 — Present · Bethlehem, PA, US

   My focus is on providing successful retirement planning strategies for both small and mid-size businesses. I am a strong advocate for the fiduciary process and independent financial advice. My qualified retirement plan experience provides me with the unique perspective of not only providing investment expertise but also effective oversight and advocacy when working with the other service providers involved in my client\'s plan.I’m passionate about educating businesses and their fiduciaries on how to reduce plan risk and how to service their plan with proper adherence to ERISA and the Department of Labor guidelines. As a member of RPAG’s exclusive limited membership organization, I have access to plan-building tools and expertise that my competitors don’t. RPAG is an alliance of accomplished defined contribution advisors in the U.S. representing retirement plans, 5 million-plus participants through members with over $600 billion in collective Assets Under Influence. I utilize RPAG’s technology to provide our plan sponsors and participants a retirement plan solution complete with Investment Analysis, Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs, and ERISA Compliance.My retirement plan businesses also benefit from RPAG’s unique Scorecard System™. The Scorecard System™ provides my retirement plan sponsors a proven process to research and evaluate fund managers and investment strategies through an easy-to-understand, 10-point scoring system. The system also allows me to monitor your plan investment options against your Investment Policy Statement, giving us the opportunity to enhance your investment lineup and improve the probability of a successful outcome for your plan participants. Whether acting in the capacity of an ERISA 3(21) Fiduciary Advisor or an ERISA 3(38) Fiduciary Advisor, my concern is for the health of your retirement plan.

Education

• Colby-Sawyer College

  Bachelor of Arts (B.A.), Business Administration and Management, General

  1999 — 2003