Mary assists advisors, consultants and plan sponsors assess, improve and enhance retirement plans. Her professional background spans more than two decades.
Her specialties include:
- Vendor reviews and management
- Request For Proposals (RFP’s)
- Plan design review and implementation
- Compliance testing and analysis
- Fiduciary consulting, oversight and liability
- ERISA §3(21) and §3(38) fiduciary duties
- Employee education and communication services
She has achieved the Qualified 401(k) Administrator (QKA) and Certified Plan Fiduciary Advisor (CPFA) designations through the American Society of Pension Professionals & Actuaries (ASPPA). She also holds a Series 65 license.
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 a Retirement Plan Advisor with IFP and is not affiliated with Canary Wealth Strategies.
Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser.