CHRIS WAGNER, CFP®, CPFA® + DIRECTOR OF RETIREMENT PLAN SERVICES
Chris Wagner is the Director of Retirement Plan Services at Lutz Financial. With 17+ years of relevant experience, he specializes in providing company and corporate retirement plan consulting and investment advisory services He lives in Elkhorn, NE, with his wife Kristin, and children Brynn and Owen.
AREAS OF FOCUS
- Retirement Plan Consulting
- Investment Product Analysis
- Provider and Fee Benchmarking
- Fiduciary Guidance
- Plan Design Analysis
- Investment Advisory Services
- Participant Education
AFFILIATIONS AND CREDENTIALS
- National Association of Plan Advisors, Member
- Charles Schwab Retirement Trust and Advisory Board, Member
- Retirement Plan Advisory Group, Member
- CERTIFIED FINANCIAL PLANNER®
- Certified Plan Fiduciary Advisor®
EDUCATIONAL BACKGROUND
- BSBA in Marketing, Midland University, Fremont, NE
- American College of Financial Services, Bryn Mawr, PA
COMMUNITY SERVICE
- Knights of Columbus, Volunteer
- St. Wenceslaus, Volunteer Coach
- Marian Jr. Crusaders Basketball, Volunteer Coach
THOUGHT LEADERSHIP
- Tax Credits Increase for Companies Establishing a Retirement Plan in 2020!
- Selecting and Monitoring Service Providers
- Strategies to Minimize Fiduciary Liability
- 3(21) and 3(38) Fiduciary Services
- Tips for Administering a Prudent Retirement Plan
- The 2017 To-Do List for 401(k) Plans
- October 1st Safe Harbor 401k Deadline
- How Are You Paying the Company's Retirement Plan Expenses?
Futuristic | Belief | Arranger | Includer | Context
CONTACT CHRIS WAGNER
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