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Resonant Financial Management Announces Strategic Partnership with MICPA

Resonant Financial Management Announces Strategic Partnership with MICPA

November 02, 2022


George Hunter
Resonant Financial Management

Resonant Financial Management Announces Strategic Partnership with Michigan Association of Certified Public Accountants (MICPA)

October 2022: Resonant Financial Management is excited to announce a strategic partnership with MICPA. The collaboration originated from a desire to offer the Fiduciary-Plus 401(K) Retirement Plan Exchange® to the members of MICPA, and will help both parties provide a comprehensive retirement savings plan to CPAs in Michigan. 

With traditional 401(k) plans, there are dozens of responsibilities plan sponsors (employers) must accept and maintain. With the Fiduciary-Plus 401(K) Retirement Plan Exchange®, the vast majority of the administrative tasks are completed by the Exchange support team for employers. Additionally:

  • Fiduciary protection is offered by the third-party administrator, who accepts the majority of responsibility and accountability for administrative and investment oversight. 

  • Exceptionally high compliance with Department of Labor (DOL) and IRS regulations has been experienced by the vast majority of participating employers. 

  • Program costs are reduced through the aggregation of assets.

Resonant Financial Management believes that effective retirement planning begins by asking the right questions and taking time to explore what really matters most to employers and employees.

The strategic partnership commenced in October 2022 following a series of discovery calls and internal discussions at both organizations. Bringing this offering to CPAs in Michigan will provide a tangible benefit to the practice owners and their staff members as they strive to prepare for fulfilling retirements. For the association, the cost-saving benefit fosters their consistent response to the needs of their member businesses.

“We’re excited to serve MICPA and their members. Over the years, we’ve noticed how CPAs spend the majority of their time assisting other businesses. We look forward to collaborating with these front-line providers as they work to meet their own needs and, and provide a solution they would be proud to share with their clients,” noted George Hunter, Managing Director of Resonant Financial Management.

About Resonant Financial Management: Resonant Financial Management provides financial guidance and confidence. As advisors, they are often trusted with important information that they distill and protect as they guide individual and business clients to success, year over year. The organization is co-directed by Managing Partners George Hunter and Wade Zancan, both of whom have served in the financial services industry for more than 20 years apiece.

About Michigan Association of Certified Public Accountants:  For more than 120 years, the mission of the Michigan Association of Certified Public Accountants (MICPA) is to serve members, the CPA profession, and the public they serve. At MICPAs core, they serve their members as their “ACE”: Advocate, Collaborate, and Educate.

Note: Securities and advisory services offered through registered representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.