Derrick Angradi

About Derrick Angradi

I’m a Senior Retirement Plan Consultant with over 15 years of experience helping organizations design, implement, and manage retirement solutions that support long-term financial wellness for their employees. My expertise includes plan compliance, fiduciary oversight, vendor management, and participant education, all delivered with a consultative and strategic approach.Throughout my career, I’ve worked with businesses of all sizes to navigate the complexities of 401(k), 403(b), and other qualified plans. I’m passionate about simplifying the retirement planning process, empowering plan sponsors with actionable insights, and delivering measurable results.I hold an MBA from Wilkes University, which has strengthened my ability to align retirement strategies with broader business objectives. Whether it\'s optimizing plan performance, enhancing employee engagement, or staying ahead of regulatory changes, I bring integrity, responsiveness, and deep industry knowledge to every client relationship.Let’s connect if you\'re looking to elevate your retirement plan strategy or explore best practices in the evolving benefits landscape.Third-party posts found on this profile do not reflect the views of M Holding Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services are offered through Cornerstone Advisors Asset Management, LLC. Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, LLC are independently owned and operated.

Experience

1. Retirement Plan Consultant, Sr

   Cornerstone Advisors Asset Management, Llc

   Jan 2025 — Present

Education

• King's College

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

• University of Notre Dame - Mendoza College of Business

  Executive Certificate, Negotiation

• Wilkes University

  Master of Business Administration (M.B.A.), Business Administration and Management, General