Director of retirement plan solutions, Cetera Financial Group
- Serves on planning committee for the National Association of Plan Advisors Washington, D.C. Fly-In Forum.
- Established a scholarship at his alma mater, Franciscan University in Steubenville, Ohio.
- Mentors students for careers in financial services.
Jon Anderson is taking the grunt work out of guiding retirement plans so that advisers can spend quality time with plan participants trying to secure their post-work financial lives.
As the director of retirement plan solutions at Cetera Financial Group, Mr. Anderson has led the development of a technology platform that allows advisers to aggregate retirement plan data, such as investment analytics, benchmarking and requests for proposals, across providers.
"Whether they do one plan or many, we want more advisers to do plan business so that more people can have access to plans and access to expert advice," Mr. Anderson said.
The goal is to free up advisers so that they can work with individual savers.
"We have a system in place that not only helps advisers accept the fiduciary liability and function in a fiduciary capacity but also to do it in a manageable, scalable way," he said. "We're working on helping advisers deliver a holistic, adviser-centric experience."
Mr. Anderson came to Cetera about 3½ years ago with a mandate to build the platform that supports about 4,000 Cetera advisers who work with retirement plans and manage more than $24 billion in assets.
Helping workers ensure that they have enough money for retirement is a fiduciary act akin to his parental responsibility for his three young sons.
"The parallel exists for advisers who care that way about their clients," Mr. Anderson said. "It's very closely aligned."
– Mark Schoeff Jr.