Dominique Peterson

Senior Retirement Plan Consultant @The Baldwin Group

Arlington, VA, US

Lead a team of consultants in delivering customized retirement plan solutions, including 401(k), 403(b), profit-sharing, and defined benefit plans, tailored to diverse client needs. • Oversee fiduciary support services, ensuring compliance with ERISA standards and providing clients with guidance on plan governance and regulatory updates. • Conduct comprehensive investment analyses, utilizing both qualitative and quantitative data to select and monitor “best in class” fund options, aligning with clients’ strategic objectives. • Design and implement financial wellness programs that leverage behavioral economics to engage participants in improving their financial health and retirement readiness. • Collaborate with internal stakeholders and clients to develop long-term strategies that enhance plan effectiveness and manage fiduciary liabilities. • Facilitate educational workshops and presentations to inform clients and participants about retirement planning, investment strategies, and regulatory changes

UC Berkeley Extension

Certified Financial Planner

University of North Florida

Bachelor's Degree