KING OF PRUSSIA, Pa., June 17, 2015 /PRNewswire/ -- The Beacon Group of Companies, a broad-based financial services company based in King of Prussia, Pa., has added Vice President of Retirement Sales Mark Schatzel to their corporate retirement planning practice. Schatzel brings more than 15 years of experience in retirement planning services. In this new role, he will help business owners and executive staff improve their group retirement plans.
Before joining The Beacon Group, Schatzel worked as a wholesaler at Lincoln Financial and The Standard, where he specialized in enhancing small business group retirement plans. Prior to that, Schatzel worked at Vanguard for nearly ten years, where he earned his expertise in retirement plan education, investing and consulting.
"Mark's experience, personality and results-driven attitude make him an ideal fit for this role," said Brian Menickella, co-founder and head of the firm's corporate retirement planning practice. "His addition will allow us to continue building our presence in Delaware Valley and beyond."
Schatzel has his Series 6, 7 and 63 Securities Licenses as well as his Annuity, Life, Health and Accident Insurance License. He holds the Chartered Retirement Planning Counselor (CRPCO) designation from the College for Financial Planning. Schatzel graduated summa cum laude from Immaculata University with a degree in Financial Management. He also obtained his Accredited Investment Fiduciary (AIFO) certification after the completion of a comprehensive curriculum on the fiduciary standards of care. As an AIF® designee, Mark helps 401(k) plan sponsors understand the legal and regulatory requirements for managing investment decisions of behalf of others, apply a prudent investment process, identify potential areas of liability, and take corrective actions to improve processes to protect the organization and participants.
"True happiness is achieved when one's beliefs, values and career are aligned. I believe that complete fee transparency, independent pursuit of a client's best financial interests and fiduciary protection are the minimal standard of care – not the exception," the new Vice President of Retirement Sales said. "Helping my clients transform theoretical benefits to positive results for their business gives me a tremendous sense of satisfaction."
For media inquiries, please contact Brian Hart of Flackable, LLC at 215-429-8569 or [email protected].
About The Beacon Group:
The Beacon Group of Companies is a broad based financial services firm headquartered in King of Prussia, Pennsylvania specializing in Employee Benefits, Property & Casualty Insurance, and Corporate Retirement Plan Services. The Beacon Group has combined industry leading expertise and unique intellectual capital to provide our clients with the information needed to make intelligent decision. For more information, please visit www.thebeacongrp.com.
Securities offered through TFS Securities, Inc., Member FINRA / SIPC, a full service broker dealer,
located at 437 Newman Springs Road Lincroft, N.J. 07738 (732) 758- 9300.
Investment Advisory Services offered through TFS Advisory Services, a division of TFS Securities. www.finra.org
SOURCE The Beacon Group of Companies