John Palladino, MBA, AIF®, CRPS®

Current

• Fiduciary Investment Advisor / Registered Investment Advisor Rep. at 401(k) Professionals, Inc.

Education

• College for Financial Planning
• Foundation for Fiduciary Studies (Fiduciary360)
• University of San Francisco - Masagung Graduate School of Management

• California Polytechnic State University-San Luis Obispo

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Recommended

1 person has recommended John

Connections

500+ connections

Industry

Investment Management

Websites

• My Company

John Palladino, MBA, AIF®, CRPS®’s Summary

“Creating Successful Retirement Plan Experiences for Employers and Employees.”

401(k) Professionals is a qualified retirement plan consulting company whose services help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants.

Designations:
--------------------
- Accredited Investment Fiduciary (AIF®)
- Chartered Retirement Plans Specialist (CRPS®)
- FINRA (formerly the NASD) Investment Adviser Representative

John Palladino, MBA, AIF®, CRPS®’s Specialties:

Pension & Profit Sharing Plans for Companies
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- Plan Design Review
- Fee and Service Benchmarking
- Independent Provider Analysis and Searches
- Detailed Investment Analysis and Due Diligence
- ERISA 404(a) and 404(c) Guidance
- 401(k), 403(b) and 457 Plan Design
- Employee Retirement Education and Financial Communications
- Review and Actively Monitor Fiduciary Responsibility

John Palladino, MBA, AIF®, CRPS®’s Experience

• Fiduciary Investment Advisor / Registered Investment Advisor Rep.

  401(k) Professionals, Inc.

  (Privately Held; Financial Services industry)

  January 2006 — Present (4 years )

  Fiduciary and investment guidance for institutional plan sponsors of 401(k), 403(b) and 457 defined contribution plans.
  
  www.401kprofessionals.com

John Palladino, MBA, AIF®, CRPS®’s Education

• College for Financial Planning

  CRPS® , Chartered Retirement Plans Specialist , 2007 — 2007

  www.cffp.edu

• Foundation for Fiduciary Studies (Fiduciary360)

  AIF® , Accredited Investment Fiduciary , 2006 — 2006

  www.fi360.com

• University of San Francisco - Masagung Graduate School of Management

  MBA , Finance and Marketing , 1993 — 1997

  web.usfca.edu/mba/

• California Polytechnic State University-San Luis Obispo

  B.S. , Industrial Technology, Marketing & Sales Management , 1985 — 1989

  www.calpoly.edu

  Activities and Societies:

  Sigma Alpha Epsilon fraternity, Epsilon Pi Tau honors fraternity, Cal Poly lacrosse team

Additional Information

John Palladino, MBA, AIF®, CRPS®’s Websites:

• My Company

John Palladino, MBA, AIF®, CRPS®’s Interests:

Golf, snow skiing, scuba diving, lacrosse, travel.

John Palladino, MBA, AIF®, CRPS®’s Groups:

Senior Member,
-- The Guardsmen (San Francisco Bay Area philanthropic organization),
www.guardsmen.org
,

Proprietary Member,
-- The Peninsula Golf and Country Club in San Mateo,
www.thepgcc.org
,

Eagle Scout,
www.nesa.org
,

Boy Scouts of America, Pacific Skyline Council Board of Directors,
www.pacsky.org

•    Link Silicon Valley, LLC
•    University of San Francisco - Masagung Graduate School of Management
•    Cal Poly - Bay Area - Alumni
•    The Guardsmen
•    Sigma Alpha Epsilon Alumni Group
•    Eagle's Nest--Eagle Scout Award Recipients
•    Sigma Alpha Epsilon
•    Securities Industry Forum
•    University of San Francisco Alumni Association
•    Cal Poly Orfalea College of Business Alumni
•    California Polytechnic University San Luis Obispo Alumni
•    Lacrosse Alumni
•    Cal Poly Alumni Association
•    403(b)
•    401(k)
•    B.S.A. Eagle Scout Alumni
•    PLANSPONSOR Groupies
•    Silicon Valley Golf Association
•    Chartered Retirement Plans Specialist
•    Foundation For Fiduciary Studies (fi360)
•    401(k) Fiduciary Support
•    ERISABoard
•    The 401(k) Association
•    401k PROJECT CONNECT
•    401(k) Participant Education
•    Western Region, BSA Eagle's Nest
•    The Committee for the Fiduciary Standard
•    National Eagle Scout Association (NESA), BSA Eagle's Nest
•    Pacific Skyline Council, CA
•    CEFEX Supporters
•    Fiduciary Society for Ethical Financial Practices, (FSEFP)

John Palladino, MBA, AIF®, CRPS®’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch