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Creative Planning Welcomes New Managing Director – Retirement Services

Last Updated
July 13, 2022

Mark Deters, AIF®, QKA®, Signs on to Serve Greater New York Area

OVERLAND PARK, Kan., July 13, 2022 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), is pleased to announce that Mark Deters, AIF®, QKA®, has joined the firm as a Managing Director – Retirement Services serving the greater New York area. In his role, Mark will consult with plan sponsors to help them understand how they can design a stronger retirement program on behalf of their plan’s participants, fiduciaries, and supporting staff.

Having worked as a third-party administrator, recordkeeper, and fiduciary advisor, Mark brings a wealth of knowledge to advising his clients. As a fiduciary, Mark’s primary obligation is to look out for the best interests of plan participants and their beneficiaries.

Mark’s approach to supporting organizational retirement plans follows the Accredited Investment Fiduciary® process as well as the Department of Labor’s best practices. This expertise has the potential to not only result in stronger participant outcomes but also help protect the plan’s fiduciaries through an ongoing due diligence process.

When asked why he chose this career path, Mark shared, “Knowledge is power. Like any financial plan, when you have confidence in your retirement strategy, the future becomes a world of opportunity and excitement.” As an RIA, Mark’s interests are aligned with his clients’ to ensure all have the same goal — educating and preparing every participant for a successful retirement.

About Creative Planning

Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax planning and family office services for individuals as well as 401(k) and institutional clients. Creative Planning manages or advises on over $225 billion in assets across all 50 states and 65 countries, as of December 31, 2021.

 

 

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