Andrew May Earns Accredited Investment Fiduciary Designation

PUTTING PEOPLE FIRST

Innovative is proud to announce that Andrew May has been awarded the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies, the standards-setting body for fi360. Andrew is a Financial Services Associate working in the retirement services department. He is responsible for servicing the firm’s qualified plan clients in the areas of plan consulting, compliance, financial wellness, and participant education.

The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

 

About Innovative

Innovative Benefit Planning is an employee benefit planning and financial services company that combines innovation with integrity for companies nationally and internationally. Our people and experience, coupled with sound financial advisory services, have helped thousands of organizations and their employees achieve their employee benefit planning goals and more. Our focus is on creating comprehensive, custom plans that deliver better, cost-saving techniques and manage it all for you with our highly skilled support team. “Putting People First” https://ibpllc.com/ 856-242-3330

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