Lou Curto Earns Professional Plan Consultant Designation
LUDLOW — PV Financial Group announce that Lou Curto, one of its top retirement-plan advisors, has earned the specialized designation of professional plan consultant (PPC).
Recent regulatory changes to the qualified-retirement-plan industry have made navigating through the process more difficult for business owners. These regulations have sparked an urgency to ensure that retirement-plan service professionals have specialized training and the resources to help sponsors meet their fiduciary and prudent-practice obligations. The PPC designation was developed by Financial Service Standards to help professionals who specialize in this increasingly regulated niche. Curto sat for a two-day training class, passed a comprehensive final exam, signed off on the FSS Code of Ethics, and committed to ongoing training in retirement-plan management.
Curto specializes in working with business owners to help develop retirement-savings-plan options that help ensure maximum benefit to employees. Recognizing that “many individuals do not participate in retirement planning because there is a lack of awareness and understanding around the process,” he utilizes a common-sense approach when working with business owners and employees, increasing plan participation and maximizing individual savings plans.
“We are proud and excited that Lou Curto has received this distinguished designation,” said PV Financial Group Managing Partner Edward Sokolowski. “It requires industry experience and a dedication to raising the service standards in the qualified-plan industry. PV Financial Group is proud to have the designation represented by a member of our firm.”
Ludlow-based PV Financial Group has been providing individuals and organizations with financial guidance since 2002. For more information, visit www.pvfinancial.com.