The Right Plan, The Right Process: Optimizing Your Retirement Plan, Benefits and Planning Strategies

The Right Plan, The Right Process: Optimizing Your Retirement Plan, Benefits and Planning Strategies is a valuable guide for plan sponsors, HR directors, CEOs and business owners, or anyone whose goal is to provide the best employee benefits at the best price.

David J. Medina, CFP®, CWS®, AIF®, CPFA shares his experience and expertise, and has assembled this impressive team of professionals who provide important insights in the following areas:

Duties & Governance: Don Trone, Jason Roberts, Brian Schiedel
Plan Design & Administration: Adam Baker, Steve Sansone, Kris Krikorian, John Russon
Plan Integration: Robert Hawkes, Ilona Brunner, J.P. Hamlett Sr.
Participant Outcomes: Eric Droblyen, Carey Robinson, Liz Davidson

This book is one-stop shopping for anyone trying to navigate the employee benefits maze.

David Medina is a Senior Financial Advisor with D.A. Davidson in Pasadena, CA. He has more than three decades of experience in financial services and corporate management. As a Certified Plan Fiduciary Advisor, he knows the importance of creating retirement and benefit plans that provide optimum outcomes for both employers and employees.

He and his wife Sherry have been married since 1994 and have two sons, Michael and Matthew.