Mathew Powers, CFA, AIF

Mathew Powers, CFA®, AIF®, is a product manager, retirement consulting services, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Since joining the firm in September 2014, he has been responsible for managing all aspects of Commonwealth’s retirement tool suite offerings and all vendor relationships, as well as acting as a primary liaison for the affiliated retirement advisors who have questions or issues regarding these tools. Mathew has a master’s degree in investment management and a bachelor’s degree in information management, and he is a CFA® charterholder.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

How to Help Plan Sponsor Clients Evaluate Financial Wellness Solutions

Quantitative Review of Retirement Plan Investments: The Criteria Set

How to Choose the Right Retirement Plan Management Tool

Benchmarking Client Retirement Plans: Providing a Measure of Health

How to Help Plan Sponsor Clients Evaluate Financial Wellness Solutions

Posted by Mathew Powers, CFA, AIF

December 6, 2016 at 10:00 AM

For many employees, identifying and then taking the necessary steps to be ready for retirement is a crucial need. But for some individuals, this requires going beyond increased 401(k) savings or optimized asset allocations—to actually stabilizing their financial foundation. Fortunately, financial wellness solutions can be used to do just that.

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Topics: Retirement Consulting

Quantitative Review of Retirement Plan Investments: The Criteria Set

Posted by Mathew Powers, CFA, AIF

May 11, 2016 at 1:30 PM

Under ERISA, retirement plan fiduciaries have a duty to ensure that the menu of investment options available to plan participants is prudently selected and monitored over time. To this end, the Department of Labor highly encourages plan fiduciaries to establish an Investment Policy Statement (IPS) to outline the plan’s investment strategy and guide investment decisions. An IPS will typically define the plan’s investment objectives, outline responsibilities for fiduciaries, and define the process for how investment options are to be selected and monitored. One critical component of the IPS process is establishing the criteria set—the set of metrics by which investments are to be quantitatively considered.

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Topics: Retirement Consulting

How to Choose the Right Retirement Plan Management Tool

Posted by Mathew Powers, CFA, AIF

October 28, 2015 at 1:30 PM

Whether you specialize in retirement plan consulting or serve just a few plans, a retirement plan management tool can be an integral part of your business. Helping to establish efficient and repeatable practices, these tools can provide the structure needed to both grow your 401(k) business and manage the plans you already have.

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Topics: Retirement Consulting

Benchmarking Client Retirement Plans: Providing a Measure of Health

Posted by Mathew Powers, CFA, AIF

April 22, 2015 at 1:30 PM

With the arrival of spring, many of us are gearing up for yet another golf season. And just like any other, this season is sure to be marked by a few highlights and (alas!) plenty of lowlights. The beautiful thing about golf is, no matter your skills on the course, you always have something to compete against—a handicap. Your handicap acts as a benchmark from which you can measure the health of your game.

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Topics: Retirement Consulting

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