Mathew Powers, CFA®, AIF®, AIFA®, Vice President, Strategic Retirement Solutions

Mathew Powers is the vice president of strategic retirement solutions at Commonwealth. With the firm since 2014, he directs Commonwealth’s plan investment services, including our 3(38) fiduciary plan service, and facilitates ongoing investment due diligence as a member of the firm's 401(k) Plan Committee. He also is a key member of the Commonwealth ERISA Committee, helping to evaluate issues and opportunities across the firm's business lines for the benefit of Commonwealth and our advisors. Mathew has a master’s in investment management, and he is a CFA® charterholder.

  • Why Advisors Should Capitalize on the Convergence of Wealth and Retirement

    Traditional 401(k) workplace retirement plans can provide a natural segue to new wealth management clients. Learn more about the convergence of wealth and retirement and how you can use it to open doors to providing a broader scope of financial solutions.

    Mathew Powers, CFA®, AIF®, AIFA®

    Mathew Powers, CFA®, AIF®, AIFA®

    06.05.24

  • What Type of Fiduciary Service Provider Are You?

    Often, an employer needs a fiduciary service provider to understand all involved in administering a retirement plan. Learn about the support you can offer.

    Mathew Powers, CFA®, AIF®, AIFA®

    Mathew Powers, CFA®, AIF®, AIFA®

    05.29.19

  • Should You Partner with a 3(38) Fiduciary Service Provider?

    Should you partner with a 3(38) fiduciary service provider? Learn about the benefits for plan sponsors and plan advisors, plus important factors to consider when making the 3(38) decision.

    Mathew Powers, CFA®, AIF®, AIFA®

    Mathew Powers, CFA®, AIF®, AIFA®

    07.17.18

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