Vice President of Retirement Plan Services

• Jan 2008 - Present

As a Retirement Adviser, I speak with my clients about their current employee retirement plans, as well as their needs, goals, and resources. My team and I then do an in-depth retirement wellness assessment and make recommendations to meet their goals at the best possible cost. Note: Some adviser don’t act as Fiduciaries under ERISA. At Heffernan, we view things from our client’s perspective and put our client’s and their employee’s interests first. We are committed to finding solutions that achieve their goals and benefit their budget. Our approach earns trust and loyalty for a long-term business partnership. With analytic vehicles, employee’s financial wellness resources, and ERISA attorneys on staff, I have everything I need to provide my clients with thoughtful, decision-making tools. We also handle: ⇨ Independent Fiduciary Adviser ⇨ Dedicated Retirement team ⇨ Virtual one-on-one meetings in financial wellness and employee education ⇨ On-going client support 🌟 John Clark was named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. Specialties: 401(k) | 403(b) | 457| Non-Qualified Executive Compensation | Advisor The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. Show less

Retirement Plan Specialist

• Dec 2004 - Dec 2007