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Viewing articles 1 to 20 of 20 total.
Fri, Nov 18th 2022 10:00 am
Michelle Cannan makes NAPA's 2022 List of Top Women Advisors
We are proud to announce, Michelle Cannan makes NAPA's 2022 List of Top Women Advisors
Tue, Jan 11th 2022 02:40 pm
Anne Webster Retires from Beltz Ianni & Associates
Anne Webster Retires from Beltz Ianni & Associates
Wed, Oct 20th 2021 02:55 pm
Michelle Cannan makes NAPA's 2021 List of Top Women Advisors
Michelle Cannan makes NAPA's 2021 List of Top Women Advisors
Wed, Aug 18th 2021 03:00 pm
Beltz Ianni Advisor Earns Designation of CFP®
Rochester, NY, August 16, 2021 - Beltz Ianni & Associates announced today that Partner and Client Advisor, Stephen Howles has attained the CERTIFIED FINANCIAL PLANNERTM and CFP® marks from the Certified Financial Planner Board of Standards, Inc.
Thu, Jul 8th 2021 03:00 pm
Beltz Ianni & Associates Makes List of Top DC Advisor Teams for 2020
Beltz Ianni & Associates is pleased to be named a NAPA Top DC Advisor Team for the 3rd year in a row. The National Association of Plan Advisors ("NAPA") has published its list of the nation's top defined contribution (DC) Advisor Teams and includes the retirement plan services team at Beltz Ianni & Associates.
Tue, Sep 24th 2019 03:05 pm
Bob Newton and Michelle Cannan Discuss Benefits of Retirement Education
Advisors Bob Newton and Michelle Cannan spoke with Edward Dressel, President of RetireReady Solutions about the value of educating plan sponsors and participants in impacting participant retirement readiness.
Thu, Jun 20th 2019 03:00 pm
Beltz Ianni Advisor Earns CLU® Designation
Kyle Dunn has earned the Chartered Life Underwriter (CLU®) designation from The American College of Financial Services. The CLU designation is the insurance profession's oldest standard of excellence, with particular emphasis placed on ethics and commitment to clients. The CLU® has earned a distinguished reputation backed by security and stewardship.
Tue, Feb 19th 2019 03:00 pm
Beltz Ianni & Associates Makes List of Top DC Advisor Teams
Beltz Ianni & Associates, LLC is pleased to be named a NAPA Top DC Advisor Team. The National Association of Plan Advisors ("NAPA") has published its list of the nation's top defined contribution (DC) Advisor Teams and includes the retirement plan services team at Beltz Ianni & Associates, LLC.
Tue, Oct 23rd 2018 02:00 pm
LPL Financial Welcomes Beltz Ianni & Associates
LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Beltz Ianni & Associates, LLC has joined LPL's broker-dealer and corporate registered investment advisor (RIA) platforms.
Wed, Aug 1st 2018 02:55 pm
Beltz-Ianni Advisor Earns PPC Designation
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.
Mon, Apr 2nd 2018 03:00 pm
Seasoned Practice Administrator Joins Beltz Ianni & Associates
Beltz Ianni & Associates has added a new face to our team of service professionals. Tanya Silivestro joins us as practice administrator. She has over 20 years of experience working for financial and insurance services agencies. As a practice administrator, Tanya supports Beltz Ianni partners and client service managers to deliver seamless client services.
Thu, Mar 1st 2018 03:00 pm
Plan Services Manager, Michelle Cannan, Earns CPFA Certification
Michelle Cannan, has attained the Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors (NAPA). Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Wed, Oct 4th 2017 03:00 pm
Retirement Plan Pro Joins Beltz Ianni & Associates
Michelle Cannan joins the Beltz Ianni Retirement Plan Consulting Team to deliver consulting, plan design, administration, and compliance services. Cannan has over 12 years of experience in the pension field, including annual compliance testing and government reporting, supervision of plan audits, retirement plan consulting and design, fiduciary and investment review, and participant education and employee presentations. In addition providing third-party administration and compliance services through our sister company, Enhanced Retirement Solutions, LLC, Michelle will offer comprehensive plan fiduciary consulting services to Beltz Ianni & Associates' retirement plan clients.
Thu, Sep 21st 2017 03:00 pm
Beltz Ianni & Associates Makes List of Top DC Advisor Firm
Beltz Ianni & Associates is pleased to have been included in this year's list of Top DC Advisor Firms as published by the National Association of Plan advisors (NAPA).
Mon, Aug 21st 2017 03:00 pm
Bob Judd Selected as Retirement Adviser of the Year
Beltz Ianni & Associates' managing partner, Robert F. Judd, has been selected by Employee Benefit Adviser as the 2017 Retirement Adviser of the Year. The honor, sponsored by ADP, and awarded by Employee Benefit Adviser, recognizes individuals for their innovative ideas and unique approach to the employee benefits market. They also have "clear vision in presenting the products and services best suited to meeting employers' objectives."
Wed, May 24th 2017 03:00 pm
Beltz Ianni Welcomes Retirement Plan Professional
Long-time financial advisor David G. Benedict, AIF, ChFC, CLU, CFBS, has joined the firm. David has spent over forty years in the financial services industry, providing guidance to both individual and corporate clients. As part of the Retirement Plan Consulting group at Beltz Ianni, David focuses his attention on new plan acquisition and providing relationship oversight to his clients. In joining Beltz Ianni as an independent advisor, David can draw upon many different resources to help his clients meet their goals. "Being independent means I am not tied to any specific solution," says David, "and my clients will benefit from my ability to put their needs first and offer "best-fit" solutions."
Mon, Jan 30th 2017 03:00 pm
Financial Services Professional Joins Beltz Ianni
Kyle Dunn joins the company as a client services manager responsible for relationship management, process coordination, and client services. Kyle is a financial professional with over seven years of experience discovering his clients' financial needs and introducing them to a wide range of financial planning services.
Wed, May 11th 2016 03:00 pm
Bob Judd Earns CPFA Certification
Partner Bob Judd has attained the Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors (NAPA). Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
Mon, Mar 9th 2015 03:30 pm
Beltz Ianni Adds to its Retirement Plan Consulting Team
Bob Newton joins the Business Services Group as Manager of Retirement Plan Services. As a retirement plan relationship manager and consultant, his focus will be on supporting Beltz Ianni's retirement plan clients with plan design, program implementation and coordination of provider services, consultation on fiduciary matters, and research and resolution of service issues.
Wed, Mar 26th 2014 03:00 pm
David Ianni Qualifies for Prestigious "Top of the Table"
Outstanding client service, ethics and professionalism have elevated David Ianni, a founding partner of Beltz Ianni & Associates, LLC, to qualify for the exclusive "Top of the Table" of the Million Dollar Round Table ("MDRT"), The Premier Association of Financial Professionals®.