Toll-Free: 1-866-625-4611

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Don Faller, CFP C(k)P

Don Faller, CFP C(k)P, has built a nationally recognized reputation as an expert in matters pertaining to the financial operation of ERISA plans and related retirement benefit programs.

Managing Partner of Operations, Don M. Faller, CFP, has built a nationally recognized reputation as an expert in matters pertaining to the financial operation of ERISA plans and related retirement benefit programs. Don’s expertise is utilized to guide the operational success of FiduciaryFirst, ensuring we demonstrate consistency in client services and thought leadership in the industry.  Mr. Faller been widely regarded as an expert in pioneering, designing, and implementing proactive plan success and fiduciary oversight strategies. Writing and speaking at national venuesand serving on industry advisory boards, Mr. Faller has recently been elected one of the Founding Lecturers of The Retirement Advisor University (TRAU). Education & Licensing: B.S. in Economics, University of Florida CFP®, College for Financial Planning; Certified Financial Planner™ designation APM designation; ASPPA and ASPPA Certified Pension Consultant (CPC) Instructor Special Expertise: ERISA plan design, reorganization, and management Merger and acquisition development and integration of benefit plans Large case ERISA retirement and employee benefits account management Sophisticated fiduciary services for qualified plans and trusts ERISA Corrective Measures Strategies and Compliance reviews; DOL and IRS Investigation Response Professional Activities/ Recognition: 2009 Top 300 Most Influential Plan Advisors in America by 401(k) Wire based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees. Founding Lecturer, The Retirement Advisor University (TRAU), UCLA's Anderson School of Management Member, ASPPA (American Society of Pension Professionals & Administrators) Member, Employee Benefits Council Member, Estate Planning Council Member, Financial Planning Association

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com 

Disclaimer

Retirement Plan Consulting Program and other advisory services offered through LPL Financial, a registered investment advisor.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

 

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