Retirement Plans
BenAssured is a joint venture of Benico, Ltd. and Assured Concepts Group, Ltd. coming together to offer a very unique value proposition to its qualified retirement plan clients.
The BenAssured mission is to create successful retirement plan experiences for plan sponsors and their participants. This is done through the firm’s fiduciary and retirement plan analysis and assessment and its unique approach to participant education.
BenAssured’s principals are John Garven and David Schlossberg.
John Garven, President of the firm, holds the Chartered Life Underwriter® (CLU®) and Registered Health Underwriter® (RHU®) designations conferred by The American College, the nation’s leading educational institution serving the insurance and financial services industries. He also holds the Accredited Investment Fiduciary® (AIF®) designation conferred by The Center for Fiduciary Studies, and is currently enrolled in The American College’s new Chartered Healthcare Consultant™ (ChHC™) program. John is a frequent guest speaker at business trade group and professional association meetings. For more information about Mr. Garven’s employee benefit consulting practice visit www.benico.com.
David Schlossberg, BenAssured’s Vice President, holds Accredited Investment Fiduciary® (AIF®) designation conferred by The Center for Fiduciary Studies and the RFC® (Registered Financial Consultant) designation, conferred by the International Association of Registered Financial Consultants (IARFC). The latter designation is awarded to financial advisors who meet high standards of education, experience and integrity. David is also a Certified Estate Planner, a Certified Estate Planning Professional, and a Registered Representative and Financial Advisor offering securities through fsic. He lectures on a regular basis on financial matters at colleges and universities, and he has been a featured guest speaker at business trade group and professional association meetings. For more information about Mr. Schlossberg’s wealth management practice visit www.assuredgroup.com.