Beth Davies, AIF®, CPC

Beth Davies is President at RTD Financial.  In addition to her role in firm management, she works directly with business owners and executive staff to develop and monitor highly effective retirement programs for their organizations.  Beth offers resourceful solutions to each client’s unique needs, earning their trust and confidence with her depth of knowledge and perspective.

A pension practitioner since 1981, Beth has vast experience consulting on retirement plan design, plan administration, IRS and Dept. of Labor regulations, mergers and acquisitions, participant education and fiduciary governance.  She shared client relationships with RTD since its inception and was delighted to join the firm in October 2013 and become an equity shareholder in 2017.

Beth was a faculty member of the former Institute of Employee Benefits in Philadelphia and has mentored many pension professionals in the vicinity.  Mentorship has been a satisfying aspect of Beth’s career.  Since transitioning from Third Party Administration services at prior firms to investment fiduciary services at RTD, Beth takes great pleasure in working in a different capacity with former colleagues, building a strong circle of trusted partners serving RTD clients.

Beth is an active volunteer in her community, having participated on various committees in her church and local schools.  She served on the Board of Directors for the Girl Scouts of Central and Southern New Jersey for twelve years and was Chair of the Board Development Committee.  Beth is currently Secretary of the ASPPA Benefits Council of Greater Philadelphia and coordinates monthly educational and social programs for its members.  She’s an avid reader and especially enjoys historical fiction and nonfiction, and a good mystery.  Beth loves travel, live concerts, theatre, and other cultural events.  Originally from Central NY she favors spending time in the mountains and on lakes visiting friends and family “upstate.”  She has traversed many miles on Rail Trails, county parks and nature preserves.

Getting to know Beth

What do you enjoy most about working at RTD?

RTD People!  We live and breathe our Core Values.  We collectively foster a nurturing and empowering culture.  It is so gratifying to witness the personal growth and fulfillment that results from this culture.  Everyone sincerely cares about our clients and each other, our passion is evident in all we do.  We work hard, but we have FUN!

What did you want to be when you were growing up?

I wanted to be a teacher.  I have a thirst for learning and have had many great teachers who enlightened and encouraged me.  Some were academic teachers, others professional mentors.  I’ve had many opportunities to give back by mentoring others throughout my career and am grateful to have had some influence on their success.

What’s the most exciting vacation you’ve taken?

A European cruise.  Although it started out with our luggage not making it from the airport to the ship until two ports after we first sailed.  Thankfully, our carry-on bags had some essentials and extra clothing! Viewing Grand Prix racing on the streets of Monaco was thrilling.  My ancestors migrated from Castagna in the Calabria region of Italy and my dear grandfather Raffaele later worked in brickyards along the Hudson River.  When we drove past brickyards in Tuscany his presence was deeply felt.  We enjoyed an amazing meal and wines from the vineyards of Castello di Verrazano, then on to San Gimignano.  This town centers on a square of medieval homes and a church.  I love reading about medieval times and to walk among the walls and towers of this ancient and still vibrant town was an amazing experience.

Professional Designations & Memberships

Accredited Investment Fiduciary®
Certified Pension Consultant
American Society of Pension Professionals and Actuaries (ASPPA)
ASPPA Benefit Council of Greater Philadelphia
National Association of Plan Advisors
Women in Pension Network
Tri-State HRMA