Lead Retirement Plan Consultant
Neil Plein, CPFA™, AIF®
Aldrich Wealth LP
Neil's EXPERTISE
- Corporate retirement plans
- Recordkeeper selection
- Strategic planning and consultation
- One-to-one consulting participant meetings
- Certified Plan Fiduciary Advisor (CPFATM)
- Accredited Investment Fiduciary (AIF®)
Neil is a Certified Plan Fiduciary Advisor (CPFATM) and Accredited Investment Fiduciary (AIF®) who acts as the quarterback of a retirement plan. He guides employers through the overall plan management with the knowledge to do a deep dive into any aspect of plan operation.
Neil connects the dots between internal staff and external service providers in order to improve plan design, simplify administration, meet regulatory requirements, and protect fiduciaries so participants can get the most from their plan. He delivers group education meetings and meets one-on-one with plan participants to offer personalized investment advice.
He has been quoted on investment and retirement plan matters in Bloomberg Businessweek, Barron’s, Investor’s Business Daily, PLANSPONSOR Magazine, CNBC, and other industry publications. He is also a featured speaker on fiduciary governance strategies and best practices for protecting plan fiduciaries at Aldrich Wealth’s annual client training events. Neil was named as one of NAPA’s Top 100 Retirement Plans Advisor Under 40 for 2023, 2022, 2021, 2020, and 2017.
