John Palladino, MBA, AIF®, CRPS®, CPFA®
Education
University of San Francisco School of Management
Master of Business Administration - MBA, Finance and Marketing 1993-01-01 - 1997-01-01
California Polytechnic State University-San Luis Obispo
Bachelor of Science - BS, Industrial Technology 1985-01-01 - 1989-01-01Work Experience
401(k) & 403(b) Fiduciary Advisors, Inc.
Current
401(k) & 403(b) Fiduciary Advisors, Inc.
Skills
Summary
“Creating Ongoing Successful Retirement Plan Experiences for Employers and Employees.” 401(k) & 403(b) Fiduciary Advisors, Inc. is an independent qualified retirement plan consulting company whose services help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants. We provide fiduciary and investment guidance for institutional plan sponsors of 401(k), 403(b) and 457 defined contribution plans. Our sole focus is retirement plan consulting. As a prudent expert, we strive to provide objective and unbiased advice to trustees, administrators and fiduciaries of qualified retirement plans. Fiduciary Investment Advisory Services Serving Corporate and Non-Profit Retirement Plans: Plan Design ------------- • Plan Design Review • 401(k), 403(b) and 457 Plan Design Fee Benchmarking -------------------- • Total Cost Analysis and Fee Transparency Provider Benchmarking and Searches ----------------------------------------- • Independent and Unbiased Provider Search Consulting • Provider Analysis, Searches and Monitoring • Comprehensive Provider, Plan, Industry, Fee, Service and Investment Benchmarking • Plan and Provider Transition Services Investment Due Diligence ----------------------------- • Investment Advisory Services • Investment Policy Statement (IPS) Creation and Maintenance • Detailed Investment Analysis, Due Diligence, Selection and Monitoring Fiduciary Compliance ------------------------ • Establishment of a Fiduciary Process • Fiduciary Assessments • ERISA §404(a) and §404(c) Guidance • ERISA §3(21) Co-Fiduciary Services • ERISA §3(38) Investment Manager Services • Review and Actively Monitor Fiduciary Responsibility • Regulatory Updates and Best Practices Communication and Education ---------------------------------- • Employee Enrollment Meetings • Continuing Education Meetings • Individual Meetings • Financial Communication Strategies Ongoing Administrative Support ------------------------------------ Contact --------- 401(k) & 403(b) Fiduciary Advisors, Inc. 10 Scenic Way, Suite 108 San Mateo, CA 94403 Phone: (650) 931-2650 Email: jkp@401k403bFA.com Website: www.401k403bFA.com
