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Mitch Cook
Retirement Plan Advisor @Accel Wealth Management
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WORK HISTORY
Retirement Plan Advisor @Accel Wealth Management
Cedar Rapids, IA, US
As a Retirement Plan Advisor at Accel Wealth Management, I specialize in all aspects of group retirement plan and pension consulting for corporate and not-for-profit organizations. My background encompasses ERISA compliance, qualified and non-qualified plan design, investment analysis, fiduciary plan governance, and employee education.I spend my time consulting and partnering with plan sponsors on redeveloping their retirement plans to offer an effective program for their business and employees. Many key discussions are reviewing the ERISA compliance of their program, potential tax advantages the business owners and employees could utilize, plan design options to increase retirement savings and delivering a customized education service model for employees to help ensure they can meet their retirement income goals.
EDUCATION
Wartburg College
Bachelor's degree, Business, Management, Marketing, and Related Support Services
ABOUT MITCH COOK
A passion for me is to increase awareness of fiduciary best practices to help build better retirement plans. I understand the complexity of retirement plans and the fiduciary landscape for businesses and individuals. My professional career has been focused in the retirement plan industry specializing in all aspects of retirement and pension plan consulting for corporate and not-for-profit organizations. I enjoy ensuring a strategic approach is taken for the clients’ and their employees\' best interest. Through a dedicated retirement advisor team, we create a partnership with organizations to drive ongoing retirement plan success through optimizing plan design and administration, fiduciary responsibility, and employee retirement readiness through dedicated financial wellness programs.
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