The 20 Rising Stars of Retirement Plan Advisors 2007 - (Page 27)
1 7 MARK SCHEFFLER 2 1 Founder & Senior Portfolio Manager Appleton Group Wealth Management, LLC, Appleton, Wis. Age: 38 Education: Lawrence University, B.A. Music Education & Theory/Composition Mentor: Rik Warch, past president, Lawrence University Scheffler manages all assets in the proprietary mutual fund and separately managed client accounts. He currently has $65 million in assets under management. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. He also serves as chief compliance officer. He founded the fee-only independent money management and advisory firm in 2002. Prior to Appleton Group, Scheffler worked as a registered representative, specializing in corporate retirement plans with R.W. Baird & Co. from 1995-2002. He is a DALBAR Certified Fiduciary Adviser. He participated in a Distribution Planning for Retirement Income seminar hosted by the company for local certified public accountants and attorneys last year. He presented for a local group, the Fox River Area Pension Professional Society, on the topic of “The Economy That Matters Most,” that year as well. Scheffler pens the “Be Our Guest” column for the Post Crescent, about retirement and risk management since 2005. “These extra years of life [as the Baby Boomers live longer] have to be financed somehow. We start by identifying the minimum we have to get in order to make the financial plan work, then we identify what type of portfolio and risk will get us this return over time. Other advisors start with the portfolio and then determine what can be made from it.” Smart communication starts here. Motivate your 401(k) participants to save more with Newkirk’s Gap Analysis SmartSingle. Smartinformation Each Gap Analysis includes detailed illustrations based on the individual’s: Current salary Deferral rate Birthdate Smartsolutions If a gap exists, the Gap Analysis will provide personalized solutions that can help to close that gap, including suggested adequate deferral rates, working longer, and asset allocation. Help participants plan ahead with a Gap Analysis mailing, or include it in their paycheck envelopes. It could be a win-win situation! Smartdecision Call for a sample and details. (518) 862-3325
Table of Contents for the Digital Edition of The 20 Rising Stars of Retirement Plan Advisors 2007
The New RPA: Retirement Plan Specialist
Job Market: Limited Growth Ahead?
Rising Stars Average Nearly $1 Billion In Assets
The 20 Rising Stars of Retirement Plan Advisors 2007