770.399.8803 info@rfm401k.com

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.

Ross Sims, AIF®, CHSA®

Partner

Ross specialty is retirement plan advising and has 15 years of experience in the business. He spent 10 years in business development with one of the largest recordkeepers in the industry prior to becoming a partner at Retirement Fund Management in 2017.

Ross was awarded the AIF®, Accredited Investment Fiduciary, designation for an Investment Fiduciary. He now evaluates plans or providers to ensure they utilize prudent fiduciary practices and standards. His passion is to work with employers to enhance financial wellness programs benefiting all employees.

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.

Contact RFM Today