Larry Crocker

CEO

Larry Crocker has a passion to help clients ease the burden of responsibility in managing their fiduciary duties. He started in financial services in 1989 and transitioned from advisor to independent fiduciary and consultant in 2003. He and his team have developed a patented compliance and workflow management system and service platform – FiduciaryEdge® that ensures client success in managing single or multiple employer retirement plans, endowments, foundations, and post-retirement medical trusts.

An industry leader, Larry has hosted conferences, workshops, and training sessions and has been a featured speaker on fiduciary compliance, retirement plan governance, 3(16) fiduciary services, operational compliance, Department of Labor regulations, fiduciary roles and responsibilities, and effective plan administration.

Credentials

Larry holds the following designations:

• Accredited Investment Fiduciary Analyst™ (AIFA)
• Chartered Retirement Plans Specialist™ (CRPS)
• Accredited Asset Management Specialist™ (AAMS)
• PlanSponsor Retirement Professional™ (PRP)
• Professional Plan Consultant™ (PPC)
• Registered Fiduciary™ (RF)
• Global Fiduciary Strategist™ (GFS)
• Certified Behavioral Finance Analyst™ (CBFA)
• Certified Plan Fiduciary Adviser™ (CPFA)