David K. Stofer, ChFC, CLU, AIF® Founder and President David Stofer is the founder of Mariner Retirement Recognizing a need for better retirement plan and Advisors and serves as its president. He is responsible investment monitoring, David developed Fiduciary for ensuring the delivery of quality retirement Investment Reporting Manager (FIRM), an investment planning services to clients. With a focus on plan monitoring tool that is now used by more than 900 design, compliance and in-depth investment advisors serving more than 48,000 plan sponsors. monitoring, David uses proprietary tools to analyze Mariner Retirement Advisors provides advisory retirement plan performance and determine the most David has a bachelor’s degree in finance and business services to retirement plan sponsors with effective way for clients’ employees to maximize administration from Kansas State University and is a a goal of improving employees’ retirement their retirement benefits. He also consults on a wide trustee of the Kansas State University Foundation. He readiness and enhancing clients’ benefits range of issues related to mergers and acquisitions is an Accredited Investment Fiduciary, is registered packages. Mariner Retirement Advisors (M&A) and advises clients on the impact a corporate with the Securities and Exchange Commission, provides a wide range of services, including: transaction may have on retirement benefits. and has passed the Series 7, 26, 63 and 65 exams. plan design consulting, investment selection, In 2008, David Stofer was recognized as one of asset allocation, ERISA compliance, investment David has more than 30 years of experience in the the most successful retirement plan advisors by policy statement preparation and maintenance, retirement plan business and more than 10 years of Plan Sponsor Magazine. In 2009 and 2010, he and fiduciary support. experience advising on mergers and acquisitions. was recognized as one of the 300 Most Influential He specializes in 401(k), 403(b) and defined benefit Advisors in Defined Contribution by The 401k Wire. plans and also has experience with nonqualified deferred compensation plans. Prior to founding Mariner Retirement Advisors, David was a principal at SageView Advisory, where he focused on helping plan sponsors meet their fiduciary obligations. He began his career as an administrator, drafting David K. Stofer, ChFC, CLU, AIF® Founder and President Mariner Retirement Advisors 913-378-9144 [email protected] adoption agreements, filing 5500s and conducting discrimination testing. © Mariner Retirement Advisors | 4200 W. 115th Street, Suite 200 | Leawood, KS 66211 www.marinerretirement.com