Keeping Your Retirement Plan Compliant

1 hour CPE – Other

Matt Fatz, CFP Thrive Wealth Management 

Matt Fatz is a Certified Financial Planner Professional with Thrive Wealth Management with offices in Audubon and Blue Bell, PA.

Thrive currently acts as a 3(21) or 3(28) advisor for 15 retirement plans with over $60 million in plan assets. He help executives and senior leaders coordinate their various sources of compensation – stock options, RSUs, deferred compensation plans – to enable them to maximize their long term financial plan while minimizing taxes.

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