Nathan Boxx is a seasoned financial professional serving as Director of Retirement Plan Services and Financial Adviser at Fort Pitt Capital Group, where he supports plan sponsors in meeting fiduciary responsibilities and helps participants achieve their retirement goals. He began his career in 2003 in the trust department of a leading bank, focusing on wealth management and estate administration, and joined Fort Pitt Capital in 2008. Nathan holds both the AIF® and CFP® designations and is registered as an investment advisor in Pennsylvania, having passed the Series 63 exam.
Here’s Why 401(k) Wellness and Education Matter
401(k) education seminar empowers employees with tailored advice, boosts participation, and ensures ERISA Section 404(c) compliance.
Why Have a 401(k) Plan Investment Policy Statement?
Investment policy statement helps plan sponsors avoid mistakes, support fiduciary duties, and justify key investment decisions.
The Increasing Importance of 401k Fiduciary Insurance Coverage
It’s critically important for plan sponsor clients of 401(k) advisors to understand what fiduciary insurance is and what it does.