2017 Qualified Plan Advisors Summit Dallas

Grapevine, Texas
Matthew J. Eickman, JD
Director, ERISA Services, Qualified Plan Advisors

Matthew has more than 12 years of private legal practice experience focusing exclusively on employee benefits, including time as a partner with Utz, Miller & Eickman LLC. While in private practice, he has worked closely with sponsors and fiduciaries of defined contribution and defined benefit plans of all sizes, from a few to over 34,000 participants and with plan assets as high as $1.8 billion, and represented clients in front of the DOL, IRS, and PBGC. In his current role as Director of ERISA Services for Qualified Plan Advisors, Matthew provides fiduciary training, Investment Policy Statement oversight and design, and vendor oversight, and has designed services offered through Plan Health Solutions. He is an active member of the Employee Benefits Committee of the American Bar Association Tax Section, serving as Chair of the Defined Contribution Plans Subcommittee and being honored as a Nolan Fellow. He also has been appointed to the IRS TE/GE Gulf States Council. Matthew served as Editor-in-Chief of the Baylor Law Review and currently works with REbel, Inc., a not-for-profit organization started by his wife, Laura.

 
Scott Liggett, JD
Director, ERISA Oversight, Qualified Plan Advisors

Scott Liggett is an attorney with Lawing Financial’s Qualified Plan Advisors Division.  Since 2003, he has been providing legal and consulting services for qualified plans nationwide.  Scott’s retirement plan clientele have ranged from 1 to 2,500 participants and has included plans with assets ranging from start up plans to those with over $300 million of assets under management. Scott’s experience includes preparing and presenting quarterly/annual retirement plans reviews together with plan modification studies and recommendations; negotiating and preparing plan documentation; reviewing nondiscrimination testing results and making applicable recommendations to plan sponsors; researching and interpreting IRS, DOL and ERISA statues, regulations and precedent; presenting annual actuarial valuation study results; conducting enrollment and education meetings with plan sponsors and participants.  His areas of experience are not limited to retirement programs, but also include business continuity issues such as corporate structure, succession plans and mergers and acquisitions.  Scott currently holds FINRA Series 6, 63 and 65 registrations and is a member of the Kansas Bar. He is a registered representative with Cambridge Investment Research, Member FINRA/SIPC.  Scott is a graduate of Chadron State College, Chadron, Nebraska (B.A. Business) and is a graduate from the University of Nebraska College of Law, Lincoln, Nebraska (JD).


Scott Colangelo, AIF
Managing Director; Qualified Plans Advisors

Scott Colangelo serves as the Managing Director of Qualified Plan Advisors. Scott joined Lawing Financial in 1998 and is a founding member of Lawing’s Investment Advisory Committee. Using his industry knowledge and vision, he created Qualified Plan Advisors and is one of four Executive Team Members responsible for the strategic planning, growth and oversight of the organization. Working in the financial services industry for over 20 years, Scott specializes in qualified retirement plans, with a strong emphasis on participant retirement readiness, plan health and comprehensive fiduciary services. Scott has earned several industry awards after entering the industry. He entered the financial services industry after completing his Bachelors of Science Degree in Marketing with a minor in Finance from Kansas State University. He has furthered education by obtaining his FINRA Series 7, 63 and 66 registrations.  


Robert J. Cruz, CIMA, C(k)P, CRPS, AIFA
Director, Retirement Consultant;

Mr. Cruz is a retirement external investment consultant and a director with Allianz Global Investors, which he joined in 2014. He is a member of the Retirement Sales team with responsibilities that include determining and delivering investment solutions for defined contribution advisors and trustees. Mr. Cruz’s area of coverage includes Colorado, Kansas, Louisiana, New Mexico, Oklahoma, Texas, Arkansas, Iowa, Nebraska, Minnesota, South Dakota, North Dakota and Kansas City, Missouri. He has 23 years of investment-industry experience.

Mr. Cruz was previously a defined contribution consultant at BlackRock, an institutional advisor at AllianceBernstein and a retirement plan consultant at John Hancock.

He has a B.S. in international business from University at Buffalo, The State University of New York. Mr. Cruz holds the Certified Investment Management Analyst, Certified 401(k) Professional, Chartered Retirement Planning Specialist, Certified Behavioral Finance Analyst and Accredited Investment Fiduciary Analyst designations. He also holds the FINRA series 7 and 63 licenses, and was named one of the defined contribution industry’s top wholesalers by The National Association of Plan Advisors in 2014, 2015 and 2016.

 

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