Jamie Ann Hayes, QPFC, C(k)P, AIF(r)

Jamie Ann Hayes, QPFC, C(k)P, AIF(r), Partner and Consultant of FiduciaryFirst, specializes in Employer Retirement Plan Fiduciary Services and Corporate Pension Consulting.
Jamie Ann Hayes, QPFC, C(k)P, AIF(r), Partner and Consultant of FiduciaryFirst, specializes in Employer Retirement Plan Fiduciary Services and Corporate Pension Consulting. With over ten years of experience, Jamie works extensively with matters pertaining to the financial operation of Employer Sponsored Retirement Plans. She works directly with Retirement Plan Committees in designing, consulting, implementing, and managing proactive fiduciary oversight strategies. Jamie manages and documents arms-length, consistent and objective processes for organizations while mitigating the personal and corporate liabilities of the Plan Fiduciaries. In addition to fiduciary “Best Practices,” Jamie focuses on ensuring her clients’ plans are well positioned for success. She uses the newest scientific research to propose practical strategies for plan sponsors to implement, which are designed to assist participants as they pursue financial independence. Jamie combines powerful behavioral finance strategies with the maximization of fiduciary protection to offer the right solutions to employees and the right protection for their employers. After graduating with high honors from the University of Michigan where she majored in Economics, Jamie has used her financial acumen to implement corporate “Best Practices” pertaining to her clients’ Retirement Plans. Jamie attained the designation of Qualified Plan Financial Consultant (QPFC) through the American Society of Pension Professionals & Administrators (ASPPA). QPFC designees possess Professional Experience, Technical Expertise, and Professional References. She has also earned the Accredited Investment Fiduciary (AIF®) designation. Jamie was the first Advisor in the country to earn the Certified Behavioral Finance Analyst (CBFA) designation and is proud to be a CBFA lecturer for select, top advisors throughout the country. The CBFA is a ground-breaking Plan Success system designed to boost the behavioral health of defined contribution plans. Licensing / Education: B.S. in Economics, University of Michigan QPFC, Qualified Plan Financial Consultant designation AIF®, Accredited Investment Fiduciary Lecturer for the Certified Behavioral Finance Analyst (CBFA) Designation – Behavioral Finance principals; how to enhance the health of DC plans SEC Registered Investment Advisor Representative FINRA Series 6, 7, 63 and 66, registration held through LPL Financial Life, Health and Variable Annuity License Member, The Retirement Advisor University (TRAU), UCLA's Anderson School of Executive Management Member, ASPPA (American Society of Pension Professionals & Administrators)

The DOL Fiduciary Rule

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect tax-deferred retirement savings plans. In the more than 40 years since then, retirement plans have evolved significantly and now are more important than ever to workers and their families. The Department of Labor (DOL) recently adopted a final rule for plan sponsors that adds an extra layer of protection to help better protect retirement savings. The new rule will be phased in over time, with many requirements becoming effective by April, 2017. All of the new rule’s provisions will be in effect by January 1, 2018.

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Client Lockbox

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com