Matt Voecks RPA, AIF©
CEFEX-Certified Retirement Plan Advisor
Matt has been consulting with qualified retirement plans since 2004 providing a comprehensive customized approach for plan sponsors wanting to take advantage of his experience, knowledge of plan design and investment process. As a Qualified Plan Consultant, he has experience working with hundreds of different employer plans across all industries ranging from retail, manufacturing and professional service firms.
Matt’s primary role is to provide custom plan design consultation, investment monitoring and analysis, fiduciary services and education for plan sponsors and participants. Matt is uniquely suited to be an advocate for his clients with his down to earth, personalized approach and willingness to defy the status quo.
Matt is originally from Thief River Falls in northern Minnesota. He went on to study and graduate with a Finance and Economics degree from Minnesota State University Moorhead. While in college, he had an active leadership role in the Financial Managers Association. Matt currently holds an Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies along with a Retirement Plan Associate designation from the Wharton School of Business.
Matt currently lives in Eden Prairie and enjoys working out, playing golf, snow skiing and traveling in his spare time.
SevenHills Benefit Partners News Completing forms properly and timely is important to good benefit management. We are here to partner with you to maximize this service for your employees. Below are three reminders: • COBRA/MN Continuation must be sent on the...read more