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Phone:  610-871-3500

Joseph A. Frederick,
AIF®

Retirement Plan Advisor

“In a 401(k) plan, employees are given the responsibility to direct how their retirement plan balance should be invested, yet most lack the basic investment knowledge to make an informed decision. Participant education and engagement is a necessity, and most be delivered in a manner that gives a level of confidence to endure the emotional rollercoaster associated with volatile markets.”

How I can help you:
As a Retirement Plan Advisor, I have the unique opportunity to work with Sponsors of a 401(k) plans as well as their employees, to ensure Sponsors can feel confident they are fulfilling their fiduciary responsibility to their employees. My goal is to offer complete guidance and support for our client’s fiduciary responsibility, so they don't have to worry when the markets are volatile. This not only includes offering a well-rounded investment menu to accommodate all levels of investment knowledge, but to measure and implement strategies to encourage employees to make the most of their retirement plan.
What makes me knowledgeable:
I have been in the retirement plan business for over 25 years. From the early days of being in Operations, to leading a group of Client Service Representatives for Merrill Lynch’s small market 401(k) business, I have been involved in all aspects of the business, which helps me to be a more valuable partner with my clients. Today, I am in my sixteenth year as a Financial Advisor. In addition, I maintain the Accredited Investment Fiduciary (AIF®) credential that demonstrates knowledge and competency in the area of fiduciary responsibility.
Getting to know me:
My wife Kara and I live in Blue Bell. I am blessed with three wonderful children and the grandfather of Sophia, Richard, Gianna and Johnny. I enjoy playing golf and have a passion for traveling. My bucket list vacation would be a long trip to Switzerland, Austria and Italy.

Capital Planning has served clients for over 25 years.

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