Beth Davies is Vice President of Retirement Plan Services at RTD Financial Advisors, Inc. 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. She has earned the trust and confidence of clients and their other advisors with her depth of knowledge and perspective.
A pension practitioner since 1981, Beth was a shareholder at Stephen H. Rosen & Associates and was Vice President of Retirement Plan Consulting. She was also a Vice President of the former Pension Consulting Services. Beth has enjoyed mutual client relationships with RTD since its inception and was delighted to join the firm in October 2013 and become an equity shareholder in 2017. She is a member of the firm’s Retirement Plans, Institutional Investment Management, Development and Retention and Marketing committees.
Beth attained the Accredited Investment Fiduciary® credential in 2017. Attainment of the AIF credential demonstrates understanding of the Prudent Practices and methodology. She also earned the Certified Pension Consultant designation from the American Society of Pension Professionals and Actuaries and the Enrolled Retirement Plan Agent designation from the Internal Revenue Service. Beth was a faculty member of the former Institute of Employee Benefits in Philadelphia and has mentored many pension professionals in the vicinity.
Active in the community, Beth has served on various committees in her church, local schools and the Girl Scouts of Central and Southern New Jersey. She resides in Mount Laurel, NJ and enjoys time with family and friends at her home on Swinging Bridge Reservoir in the Catskills. Beth is an avid reader and also enjoys boating, travel and cultural events.
Western Stars Inspiration
Anyone who knows me knows how much music is a part of my everyday life. I especially enjoy live concerts and prefer smaller venues over stadiums. I listen to a variety of genres depending on the mood I’m in or one I want to elevate to. I was struggling with a topic for this blog […]
Three Ways to Help Your Employees Retire
Help them Discover who they want to be in retirement. Help them Plan for their future. Help them Live free of the stress of financial uncertainty. Great efforts are made to enroll employees in company-sponsored 401(k) and 403(b) plans. But what happens next? Oftentimes, not enough is done to help participants re-assess their savings goals and investment decisions after enrollment. What about the employees […]
2019 Changes to Hardship Withdrawal Rules for 401(k) and 403(b) Plans
New hardship rules became effective January 1, 2019, for the calendar year plans, thanks to the Bipartisan Budget Act of 2018. Most of these rules are welcome changes which should make more funds available to plan participants who are experiencing financial hardship. There is some concern, however, that there will be more “leakage” of retirement […]