Tax Exempt Market

The tax exempt market includes business professionals working in the areas of defined contribution and defined benefit plans. Individuals will include those working for bundled service providers and advisory service companies. Individuals must possess experience with:

  • Vendor Search
  • Plan Design
  • Portfolio Assessment
  • Investment Policy Development
  • Manager Search
  • Employee Education
  • Compliance & Legislative Reviews


Individuals will be conversant in the dynamics of investment and financial planning, asset allocation, risk management techniques, capital market conditions, as well as expertise in relevant areas such as IRAs (Rollover & Roth), 529 savings accounts and relevant tax implications. Individuals must be capable of presenting content effectively in group or one-on-settings.