David Stofer, ChFC®, CLU®
Designations and Licenses
David is a Chartered Financial Consultant and Chartered Life Underwriter® professional.
Experience and Education
David helps ensure the delivery of quality retirement planning services to clients. With a focus on plan design, compliance and in-depth investment monitoring, he uses proprietary tools to analyze retirement plan performance and determine the most effective way for clients’ employees to maximize their retirement benefits. He also consults on a wide range of issues related to mergers and acquisitions and advises clients on the impact a corporate transaction might have on retirement benefits.
David has more than 30 years of experience in the retirement plan business and more than 10 years of experience advising on mergers and acquisitions. He specializes in 401(k), 403(b) and defined benefit plans and also has experience with nonqualified deferred compensation plans. Prior to joining the firm, he was a principal at SageView Advisory, where he helped plan sponsors meet their fiduciary obligations. David began his career as an administrator, drafting adoption agreements, filing 5500s and conducting discrimination testing.
David has a bachelor’s degree in finance and business administration from Kansas State University.
In 2015, Mariner Retirement Advisors was recognized as one of the nation’s Top 100 Retirement Plan Advisers by PLANADVISER magazine.
David is a trustee of the Kansas State University Foundation and has been a member of the Retirement Advisor Council for four years.
The “PLANADVISER Top 100 Retirement Plan Advisers” list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, he had to submit a completed entry to the Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.