AIF® Retirement Plan Advisor Newtown, PA
Joshua Anderson is a financial advisor and partner of the Workplace Retirement Group of Raymond James. He is responsible for the group’s retirement plan consulting practice and helps companies engineer retirement plan strategies that can potentially improve participant benefits and mitigate fiduciary liability.
Josh provides sound guidance on many aspects of retirement plan operations: governance, plan design, education and service providers. Consulting in a number of capacities, his group focuses on delivering total retirement plan strategies for defined contribution, defined benefit, profit sharing, ESOP, deferred compensation and executive benefit plans.
Prior to joining Raymond James in 2005, Josh was a financial advisor with the Allen Investment Group of RBC Wealth Management. Josh has over 10 years of wealth management consulting experience with retail and institutional clients. He has received formal training in investment fiduciary responsibility as an Accredited Investment Fiduciary® designee from Fiduciary360.
Josh is a graduate of Carnegie Mellon University in Pittsburgh, PA and has a BHA in Cognitive Science and Communication Design with an additional major in Human-Computer Interaction.