John Clark serves as a member of the Corporate Retirement Plan Committee, and has direct relationship responsibility for a number of the Firm’s clients. Mr. Clark has been working in the corporate and non-profit retirement industry since his graduation from the University of Michigan with a Bachelor of Arts in Economics in 2004.
He holds responsibility for benchmarking the retirement plans of our corporate clients in the areas of vendor evaluation, investment selection and monitoring, and plan design. He also conducts annual fiduciary reviews and creating educational campaigns for our corporate clients. Prior to Heffernan, Mr. Clark worked with ING Financial Advisors as a Corporate Retirement Specialist working, on the provider side, with corporations to design and implement retirement plans. Mr. Clark currently serves on BlackRock’s Defined Contribution Council.
Mr. Clark is a proud founding member of the National Association of Plan Advisors (NAPA) and was recently named one of the “Top 50 under 40 Retirement Plan Advisers” in 2014. He is also a member of The American Society of Pension Professionals and Actuaries. Mr. Clark holds a series 6, 63 and 65 registrations through LPL Financial.
The NAPA award is given to an advisor who has created an exceptional business, either alone or as part of a team, and someone who exemplifies outstanding leadership in helping their clients achieve their retirement plan goals.