| |
 |
 |
 |
|
|
|
 |
|
|
|
Our Team
|
| |
|
| Michael van der Velden, AIF, CRPC |
| Senior Vice President and Sales Executive |
| |
 Michael van der Velden is a Senior Vice President and Sales Executive with USI Advisors, Inc. Has more than 20 years of experience in investment management and retirement plan services. He specializes in maximizing the benefits of employer retirement saving programs. He provides expertise in plan design alternatives; operational best-practices; investment management; regulatory compliance and effective employee communications and advice programs. He serves as an “Independent Adviser” who accepts responsibility for the plan’s investment governance process. That fiduciary commitment reduces client fiduciary liability exposure, while utilizing a systematic and objective process for maximizing investment performance.
Michael has served on retirement plan advisory boards for Charles Schwab & Co., Fidelity Investments, Prudential Retirement, and M Securities. He has also served on the Board of Directors for the Society for Human Resource Management (SHRM) Seattle Chapter. He has conducted continuing education seminars for the American Institute of Certified Public Accountants (AICPA), Western Pension & Benefit Conference (WP&BC), and the International Society of Certified Employee Benefit Specialists (ISCEBS).
Industry education and designations include: Certified Retirement Plan Consultant (CRPC), and Accredited Investment Fiduciary (AIF) and FINRA administered Series 7, 63, 65 licenses
|
|
| |
|
 |
| |
|
|
| |
|
|
 |
|
|
®2018 USI Advisors, Inc.
All rights reserved.
|
 |
|
Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC.
95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239
USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.
|
 |
 |
 |
 |
| |
|
|
