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®
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.
Investment Research Analyst
Client Service Administrator