Bob Judd has worked in the retirement industry since the early 1990s. In the ensuing years, he’s seen how retirement plans should be run and made it his mission to provide outstanding service to both plan sponsors and plan participants. With that goal in mind, the managing partner at Beltz Ianni & Associates changed his company’s practice from that of a commission-based broker dealer to a fiduciary model in 2014.
The results speak for themselves. Beltz Ianni added 20 new retirement plan clients between June 2016 and June 2017. The company now serves 76 retirement plan sponsors, managing $147 million in retirement plan assets.
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