BOSTON, Jan. 11 /PRNewswire/ -- Edward M. Lynch, Jr., AIFA was named as one of the 40 Most Influential Retirement Plan Advisors in the U.S. in a recent poll. Conducted by 401kWire.com, an online news source; the 401kExchange, Inc., an industry innovator and trend analyzer; and the Boston Research Group, a widely respected research organization, the annual survey polled more than 75,000 retirement plan professionals throughout the U.S.
Mr. Lynch, the Managing Director of 401(k) Advisors Group, has worked with ERISA qualified plan sponsors and designated fiduciaries in most aspects of plan development and maintenance since the early 1980s. He works closely with companies in identifying, evaluating, engaging and monitoring service providers such as 401(k) vendors, investment managers, record keepers, and third-party administrators and trustees. Although most of his work is with 401(k) plans, he also advises on defined benefit pension and cash balance plans, which boost retirement savings limits while reducing taxes, an ideal retirement vehicle for professional service firms and small businesses.
In 2003, Mr. Lynch became one of the first practitioners in the United States to complete the Accredited Investment Fiduciary Auditor (AIFA®) program of advanced studies at The Center for Fiduciary Studies at the Joseph Katz School of Business at the University of Pittsburgh.
In September 2008, he became one of the first Investment Advisors in the world to successfully complete the Centre for Fiduciary Excellence (CEFEX)'s ISO Standards-based independent certification process assuring investors that his firm adheres to the industry's best fiduciary practices.
Mr. Lynch, whose office is in Newburyport, Massachusetts, is a frequent speaker on ERISA plan topics. His articles on retirement plan subjects appear in industry publications. Mr. Lynch serves as an expert witness in ERISA plan related litigation cases.
SOURCE 401(k) Advisors Group