Meet the RFM Team
Retirement Fund Management is your independent 401k specialist and plan fiduciary.
Mark McCoy, MBA, AIFA®
Founder and President
Mark has always specialized in retirement plan consulting and has 37 years of experience. Prior to founding Retirement Fund Management 22 years ago, he worked for 15 years in bank trust departments in all aspects of retirement plans.
Mark has been awarded the AIFA®, Accredited Investment Fiduciary Analyst, which is the highest level designation for an Investment Fiduciary. He now evaluates plans or providers to ensure they utilize prudent fiduciary practices and standards.
Anne McCoy
Operations Manager
Suhas Tummalapalli
Investment Research Analyst
Sarah Goldberg
Client Service Administrator
Is your retirement plan OPTIMIZED?
Contact Retirement Fund Management today to find out how we can help you maximize your retirement plan.