Colin O. Anderson

Colin O. Anderson AIF®

Retirement Plan Specialist

Colin O. Anderson, AIF® is a retirement plan specialist with our affiliate Vantage Financial Group Inc. For our retirement plan clients, Colin consults on plan design, fiduciary compliance and regulatory issues. He develops investment policies for our clients’ retirement plans, conducts due diligence monitoring of investment managers, facilitates investment committee meetings, benchmarks plan costs and services, and assists with fund selection.

He joined the firm in 2009 as an employee benefits consultant specializing in employer-sponsored qualified retirement plans. Prior to joining Vantage, Colin spent the previous eight years in Eastern Pennsylvania working with employers in the design, implementation and ongoing support of complex employee retirement programs. Colin’s unique capabilities include implementing useful techniques for employers to obtain more satisfactory participation levels in 401(k) plans and the understanding that participants have of the value of their plans. Colin earned the AIF® Designation from the Center for Fiduciary Studies in 2012. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Colin currently holds FINRA Series 7, 63 and 65 registrations and Life, A&H and VA licenses and is a Representative of Cetera Advisor Networks LLC. Colin is a cum laude graduate of Colby-Sawyer College in New London, NH with a B.A. in Business Administration.

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