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Deals & People October 8, 2014
Cafaro Greenleaf Adds to Plan Advisory Staff
Cafaro Greenleaf, an advisory firm to corporate and institutional retirement plans, hired Walter Ziffer to its team of advisers and consultants.
Reported by PLANADVISER staff
Ziffer was the founder of (k)RPG, a financial advisory firm providing fee-based financial planning, fee-based asset management and Employee Retirement Income Security Act (ERISA) 3(21) investment fiduciary services for qualified retirement plans, foundations and private trusts. Previously, he was a member of the management team at New England Securities.
Ziffer is an accredited investment fiduciary (AIF) designee and a current member of the Advisory Council for Morningstar Investment Services. He will lead the Cafaro Greenleaf office in Washington.
Jamie Greenleaf, Cafaro Greenleaf lead adviser and principal, says the firm hopes to leverage Ziffer’s experience to enhance services for plan sponsors and trustees nationally.
Cafaro Greenleaf specializes in independent vendor searches, negotiations and benchmarking; targeted plan design; investment selection with open architecture; in-person participant education; and monitoring and reducing fiduciary liability for plan sponsors and trustees.