AIF®, CRPS®, CPFA
Vice President, Retirement Plans, Fiduciary Plan Partners
Steven Puckett serves as the Managing Partner for Fiduciary Plan Partners. Steve manages and consults on retirement plans in the areas of investment advisory services, fiduciary services, forensic plan audits, fiduciary risk mitigation solutions, compliance assistance, and fee audits for 403(b) plans, 401(k) plans, 457 plans, Defined Benefit plans, and Non-Qualified Plans. With over 30 years of experience in the retirement plans industry, Steve has assisted and consulted with hundreds of companies with their retirement plans concerns.
Prior to joining FPP, Steve held senior level positions at HANYS Benefit Services, Gallagher Retirement Services, MetLife, Oppenheimer Funds, and Nicholas Applegate Capital Management. Steven has been a featured retirement plans speaker at the American Bar Association (ABA), Securities Industry Association (SIA) conference and the National Tax Sheltered Accounts Association (NTSAA) national conferences.
Steven has been named as one of the Top 100 retirement plan advisors in the United States by Plan Sponsor Magazine in 2015 and 2016. He was also named as one of the Top Retirement Advisers by The Financial Times in 2017, 2018, 2019, 2020 and 2021. Steve was also named one of the Top 300 in the years 2008, 2009, 2010.
Steve has been awarded his Accredited Investment Fiduciary designation (AIF®) from the University of Pittsburgh, the Certified Plan Fiduciary Advisors (CPFA®) from the National Association of Plan Advisors (NAPA), and the Chartered Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning. Steve earned his Bachelor’s Degree (BBA) in Finance from the University of Iowa.
Steve resides in Westfield, New Jersey with his wife Teresa and three children Catherine, Charlotte and Joseph.
1-833-FPP-401k
Westfield, NJ
Client Plans: 100
Participants: 32,000
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