John Peters, CFP, AIF, PPC

John Peters, CFP®, AIF®, PPC™, is business development consultant, retirement consulting services, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Since joining the firm in 2011, John has worked with affiliated advisors on driving retirement sales for individuals and the workplace. He consults on business development, product options, sales strategies, competitive positioning, and best practices related to building a successful retirement book of business. John was recognized as one of the “Top 300 Most Influential Advisors in Defined Contribution” by 401k Wire® in 2009 and 2010. He graduated from Emory University in Altanta, Georgia, and holds FINRA Series 7, 8, 63, and 65 securities registrations, along with the CFP® certification and AIF® and PPC™ designations.

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

Recent Posts

Leverage a TPA to Improve Your Retirement Plan Business

The Cash Balance Plan: A Qualified Plan Opportunity for Advisors

Roth IRAs Versus Roth 401(k)s: Which Is Right for Your Client?

How to Discuss Retirement with Millennials, or "Save Early, Save Often!"

Leverage a TPA to Improve Your Retirement Plan Business

Posted by John Peters, CFP, AIF, PPC

December 5, 2017 at 10:00 AM

The retirement plan industry has seen a torrent of regulatory changes, shifts in business owner and plan sponsor expectations, an ever-increasing reliance on technology, and a race to the bottom on fees. Every financial advisor trying to make inroads in this space could use support, and if you’re not looking to your third-party administrator (TPA) relationships for that support, I think you’re overlooking a critical strategy to improve your retirement plan business.

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Topics: Retirement Consulting

The Cash Balance Plan: A Qualified Plan Opportunity for Advisors

Posted by John Peters, CFP, AIF, PPC

May 10, 2017 at 1:30 PM

Did you know there's a qualified plan opportunity for advisors who work with business owners? It's called the cash balance plan, and it's growing in popularity among small and midsize businesses. But what's behind this budding interest in cash balance plans? How do they work? And what are the benefits for you and your business owner clients?

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Topics: Retirement Consulting

Roth IRAs Versus Roth 401(k)s: Which Is Right for Your Client?

Posted by John Peters, CFP, AIF, PPC

November 26, 2014 at 1:30 PM

According to an old adage, it's better to tax the seed than the crop. And if you're comparing traditional retirement accounts with Roth retirement accounts, this seems to ring true.

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Topics: Retirement Consulting

How to Discuss Retirement with Millennials, or "Save Early, Save Often!"

Posted by John Peters, CFP, AIF, PPC

November 25, 2014 at 10:00 AM

As your baby-boomer clients begin to take distributions from their retirement accounts—thus impacting the revenue and profitability of your practice—younger generations, such as the millennials, may hold the key to the future growth of your business. But knowing how to discuss retirement with millennials can be challenging. Here are some best practices to help set your millennial clients (and your business) up for success.

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Topics: Retirement Consulting

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