Tony Black
Retirement Plan Advisor at World Investment Advisors
- Role
- Retirement Plan Advisor at World Investment Advisors
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
Experience
Retirement Plan Advisor
Aug 2014 — Present · Minneapolis, MN, US
World Investment Advisors is a leading retirement plan consultancy dedicated to helping organizations design and manage retirement plans that meet their goals and objectives. Our team of experienced advisors leverages the resources and expertise of our registered investment advisor, World Investment Advisors, to provide tools, resources, and expertise to support retirement plans of all sizes.Our comprehensive service offerings include plan design consulting, participant one-on-one and group education, a participant financial wellness program featuring a bilingual call center, fee and revenue sharing optimization, provider fee and qualitative analysis, and a CEFEX-Certified investment due diligence process. We are committed to staying up to date on the ever-changing regulatory environment and providing our clients with the necessary information to make confident decisions about their retirement plans.Our services cover 401(k), 403(b), cash balance defined benefit plans, and nonqualified plans. Let us help you offer a retirement plan that you and your participants can be proud of.Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.
Education
UMN Carlson School of Management
BSB, Finance, Entrepreneurial Management
2000 — 2004
Skills
- Start-Up Ventures
- Small Business
- Mutual Funds
- Defined Benefit
- Customer Service
- Investments
- Insurance
- Management
- Finance
- Business Planning
- Retirement Planning
- Retirement
- Employee Benefits
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