Mary Patch

About Mary Patch

As a seasoned retirement plan professional with a passion for the business and extensive knowledge of the industry, I believe in crafting the right solution for my clients to retain their business. I consult with them to determine their needs and develop a program to help meet those needs. By using a consultative approach, I am able to assist them in the process of developing a successful retirement plan program. Specialties: Plan Design - Reviews & Recommendations, Plan Compliance Testing & Analysis, Investment Reviews, Fiduciary Liability and Consulting, ERISA 3(21) & 3(38) Fiduciary Services, Vendor Selection, Management and Reviews, Employee Education Programs and Collective Investment Trust Funds.NAPA list of Women Advisers compiled by asking NAPA Firm Partners to nominate candidates for recognition. Nominees—more than 550 of them—were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice, as well as their accomplishments, their contributions to the industry, the state of workplace retirement plans, and in what way(s) they “give back.” Those questionnaires were then reviewed on an anonymized basis by a panel of judges who, over the course of several weeks, selected the women we honor today in three separate categories: Captains: All-stars who happen to be principals, owners or team captains of their organizations. All-Stars: Top producers who have their own practice. Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor (some have been working with retirement plans longer, but not as a financial advisor).Mary Patch is an Investment Adviser Representative with Atlatl Advisers, LLC. Advisory services are offered through Atlatl Advisers, LLC, a Registered Investment Advisor. Opinions expressed herein are solely those of Mary Patch, and do not reflect the opinions of Atlatl Advisers. The content provided here is not intended to provide any tax or legal advice or provide the basis for any informed financial decisions.

Experience

1. Retirement Plan Adviser

   Atlatl Advisers

   Aug 2023 — Present · Dubuque, IA, US

   We are passionate about helping companies develop and maintain an amazing retirement plan for their employees. Your employees have worked hard to have a remarkable retirement - let the Atlatl team help you make that a reality.

Education

• Loras College

  Bachelor of Arts (BA), History, Secondary Education, General Business

  1984 — 1988

Skills

• Investments
• Mutual Funds
• Financial Advisory
• 401k
• Retirement
• Retirement Planning
• Pensions
• Wealth Management
• Insurance
• Securities