David Shipp, QPA, QKA, ChFC®, CPFA
In his role, David coaches and supports advisors in the BAM ALLIANCE community in their pursuit of 401(k) business. He is responsible for managing the overall advisor relationships and for providing necessary support to firms on the BAM Retirement Solutions platform.
David has built a 40-plus-year career in the retirement arena and has worked in a variety of settings — a large consulting house, third-party administrators and insurance companies with a concentration on 401(k) plans. Through the years and in his varied roles, David has built a multilayered base of experience, from monitoring legislative changes and regulatory guidance as they affect the implementation and operation of retirement plans to helping plan sponsors and service providers meet the compliance requirements applicable to qualified plans.
David earned a Bachelor of Science in business administration from the University of Arkansas and an MBA from the University of Missouri–St. Louis. He has had a number of articles published in pension journals and has testified before the Department of Labor at a hearing on a proposed regulation to retirement plans.
He is a Qualified Plan Administrator and a Certified Plan Fiduciary Advisor.