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Beltz-Ianni Advisor Earns PPC Designation

Wed, Aug 1st 2018 02:55 pm

Beltz Ianni & Associates, LLC announced today that Kyle Dunn has attained the Professional Plan Consultant® (PPC®) designation from Fi360, Inc. Plan advisors who earn their PPC® designation demonstrate to clients and prospects their knowledge of ERISA requirements for employer-sponsored retirement plans and their ability to carry out plan services with a fiduciary standard of care.

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