CFP®, AIF®, CHSA®, C(k)P®
As an Accredited Investment Fiduciary® Colin specializes in managing the fiduciary responsibility for each of our 401(k) plans and their sponsors, while assisting with new plan implementation and plan design. He consistently reviews the fund lineup for each 401(k) plan to ensure that clients and their employees have suitable fund options within their plans. In addition, he regularly reviews recordkeeping platforms to be sure that our clients and their employees are provided with the latest technology and participant website experience, at a competitive expense. Prior to joining Sage Rutty in 2015, Colin worked as a Personal Account Manager for AXA Equitable in Syracuse, NY where he became licensed by the Financial Industry Regulatory Authority and the New York State Insurance Department.