As a senior consultant, Bert Ward works with CapAcuity clients and intermediary partners, providing end-to-end case development for non-qualified plans. Bert provides analysis and recommendations on overall plan design—as well as on key issues such as the management of on-balance-sheet benefit liabilities, and their funding and hedging strategies. His objective with all CapAcuity clients is to help improve overall financial performance and earnings impact.
Most recently, Bert was a senior consultant with Principal Financial Group, where he provided non-qualified plan design, financial analysis, and implementation; developed and maintained advisor relationships; and partnered with advisors on client relationship management, sales presentations, and participant and sponsor education.
Bert earned his bachelor’s degree in finance and master’s degree in accounting from the University of Illinois. He holds Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations, as well as Series 7 and 66 registrations. He also earned the Nonqualified Plan Consultant (NQPC) designation from the National Association of Plan Advisors (NAPA).