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 named one of the “Top 50 under 40 Retirement Plan Advisers”1 in 2014. More recently he was named as one of The Financial Times2 401 Top Retirement Advisor for 2018. 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.
1 Established in 2014, the list is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners, vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees. Must be an advisor who works with retirement plans, and under age 40. Nominations were received for more than 500 advisors were nominated for his award in 2017, and 50 were chosen to receive the award. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance.
2 The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. Out of 678 applications; about 59% of which (401) received the award. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.