Jeff Atwell brings 40 years of qualified plan experience to the clients of FiduciaryxChange. Jeff is the definition of professionalism and experience in the retirement plan industry. He brings a tremendous wealth of knowledge in the areas of third-party administration, plan design and fiduciary compliance and has built a successful career sharing his accumulated knowledge with broker/dealers, financial advisors and plan sponsors around the country. Jeff owns the Registered Fiduciary (RF) certification which identifies him as having achieved pertinent educational qualifications, licenses and acquired skills required of a competent fiduciary. Additionally, he serves on the NAPA Government Affairs Committee and supports the industry PAC and is an active member of the American Retirement Association (ARA) and The Center for Fiduciary Studies, (fi360).
Jeff Atwell
