Nate Lovik of RDA Financial Network has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.
With an office in Rochester, Lovik specializes in helping small businesses manage their company retirement plans with special focus on putting the individuals needs first, offering low-cost investment solutions, and enriching plan participants education.
fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) and Professional Plan Consultant™ (PPC™) designations. AIFA designation holders are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters. PPC designation holders possess an ability to employ best practices that help plan sponsors run successful and compliant practices. The PPC designation is awarded to those who complete a curriculum based on ERISA regulations and industry best practices as it pertains to the management of a qualified plan.
Securities offered through United Planners Financial Services Inc, Member FINRA/SIPC. Advisory Services offered through RDA Financial Network, a Registered Investment Advisor. United Planners and RDA Financial Network are not affiliated.