Jeff M. Atwell GFS, AIF, CkP, QPFC

Mr. Atwell has specialized and excelled in the qualified retirement plan area for over 35 years. In 1983 he founded Atwell & Associates, a third party administration firm specializing in the establishment and maintenance of qualified retirement plans. Mr. Atwell joined Nationwide Financial in 2001 as a Regional Vice President for the North Texas area. He has been involved in over 2500 plans since 1978. Mr. Atwell joined the trust department of the American National Bank of Texas on March 1, 2010 as Senior Vice President of Trust Business Development. On January 1, 2015 he became a shareholder and Chief Operating Officer of Fiduciary Consulting Group, Inc. specializing in outsourced fiduciary services. On April 15, 2016 he joined Meeder Investment Management as Sr. Vice President of Retirement Plan Sales. His focus in the qualified plan area allows the ability to utilize the entire Internal Revenue Code in designing a retirement plan. This is valuable due to the complexity of business structures and the need to provide retirement benefits for owners, key employees, and participants. His knowledge and experience significantly enhances the ability for business owners to designing the proper plan to meet their company’s goals and objectives, whether the plan is intended to provide retirement benefits for employees, an income tax planning strategy for the owners, or a business exit strategy. Additionally, Mr. Atwell’s expertise will assist business owners, who sponsor a qualified plan, in establishing and maintaining a fiduciary process. This is very important in lieu of recent court cases, new Department of Labor regulations, and the volatile market conditions. Mr. Atwell was instrumental in assisting ANB Trust in developing unique trust and fiduciary services that allow plan sponsors to outsource the majority of fiduciary risk and responsibility associated with sponsoring a qualified retirement plan. Mr. Atwell and his wife, Lori, have two daughters and 3 grandchildren. In addition to enjoying the grandchildren, he and Lori enjoy playing golf on a regular basis. Mr. Atwell attended Texas Tech University and entered the financial services industry in 1974. Mr. Atwell has obtained the following professional designations over his esteemed career: Registered Fiduciary, Accredited Investment Fiduciary, Registered Employee Benefit Consultant, Chartered Life Underwriter, Plan Sponsor Retirement Professional, and Global Fiduciary Strategist, Certified 401(k) Professional, Qualified Plan Financial Consultant.