TEAM

Meet your financial specialists.

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Andrew’s core focus is advising retirement plan sponsors on the often-complex nature of their plans. His work covers all facets of plan management, from day-to-day administration to compliance, to how employees access the program and prepare for a successful retirement. Throughout this process, he leverages his educational background and extensive experience to help sponsors feel more confident about their roles and responsibilities.

As a graduate of The Retirement Advisor University®, Andrew’s status as a Certified 401(k) Professional puts him in a unique class of retirement plan consultants. The Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive Education, is the first company retirement plan management certification program offered in collaboration with a nationally recognized institution of higher learning. The mission of The Retirement Advisor University at UCLA Anderson Executive Education is to empower financial professionals focused on the defined contribution and 401(k) industry with the qualifications and skill sets necessary for the planning of a more secure retirement for plan sponsors and participants.

Andrew has over 30 years of experience in strategy, management consulting, and sales. Throughout his career, he’s worked with a wide variety of clients to help them set, work toward, and achieve their goals.

Before joining SWP, Andrew held positions at The Bensman Group, Edline, and Medline Industries. He co-authored the book How to Overcome the Power of the Golf Ball, along with Ollen Stephens, PGA Master Professional (Teaching & Coaching), which provides a roadmap for setting and achieving goals in golf and beyond. Andrew applies the principles from the book to foster meaningful relationships with his clients.

Outside of the office, Andrew enjoys golfing and Taekwondo – in which he holds a 1st Dan Black Belt. He also ran the Chicago Marathon in 4 hours and 9 minutes. He has three children, Hailey, Sarah, and David. Ask him how he did on the television game show Classic Concentration with Alex Trebek.

Education

MBA in Finance and Marketing, University of Chicago
BA in History, University of Virginia

Professional Designations

Certified 401(k) Professional, C(k)P®
Accredited Investment Fiduciary®

Office Location

Deerfield, IL

Related

Financial Planning
Retirement Plan Design: Three Ideas To Drive Down Costs, Minimize Risk, and Improve Participant Outcomes
As a Retirement Plan Advisor at Strategic Wealth Partners, my role largely focuses on advising retirement plan sponsors on the myriad and complex aspects of retirement plan management. To facilitate our work, we are members of the Retirement Plan Advisory Group (RPAG), a national alliance of retirement plan advisors and institutions. RPAG augments our team with CFA® Charterholders that focus on Plan Investments, ERISA Specialists, Plan Benchmarking Specialists, and Plan Consultants. These relationships allow the plan sponsors we serve at Strategic Wealth Partners to access opportunities that might not be available otherwise. I recently attended the RPAG National Conference, an opportunity for RPAG members to share best practices and learn from industry thought leaders. This article will discuss some of the takeaways from the conference and several ideas to help retirement plan sponsors reduce plan costs, improve participant outcomes, and mitigate risk. #1 Collective Investment Trusts (CITs)
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