Mark Forbes

Background

About Mark Forbes

For over 30 years, Mark has worked with retirement plan sponsors and participants to provide fiduciary oversight and sound investment guidance. Mark has extensive experience in delivering process-driven solutions to help protect employers from corporate and personal financial liability, while stiving to provide plan participants with a path to a successful retirement. Mark holds the C(k)P designation, Certified 401(k) Professional from The Retirement Advisor University at UCLA Anderson School of Management Executive Education, in Los Angeles. In addition, he also holds the Certified Plan Fiduciary Advisor (CPFA) designation. Mark earned his BBA from Drake University, Des Moines, IA. He holds the Series 66 (Uniform Combined State Law Examination). Mark’s wife works as a Group Benefits Consultant and they have 2 children. When he finds free time, he enjoys playing golf, biking, spending time with his family and following his favorite sports teams. Mark served on Board of Directors at the Oklahoma Aquarium for 5 years and is currently a Board Member on the University of Iowa’s Parent and Family Council- Investment Advisory Services offered through Strategic Retirement Partners, a Registered Investment Advisor Investment advisory services offered through WELLth Advisory Services, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Investment advisory services offered through WELLth Advisory Services, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor.