Bryce SowitchDirector of Qualified Plans
As Director of Qualified Plans, Bryce is responsible for plan benchmarking and design, as well as fiduciary and investment advisory services. He focuses on defined contribution and defined benefit plans for businesses, institutions, and nonprofits.
He graduated from University of Minnesota-Moorhead with a degree in finance, earned his Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania. Bryce became one of only 100 advisors in the country to earn the Certified Behavior Finance Analyst (CBFA) designation developed by the Allianz Global Investors Center for Behavioral Finance. He also holds the Accredited Investment Fiduciary (AIF®) designation, which demonstrates his thorough knowledge of, and ability to apply, the Fiduciary Practices.
In 2016, Bryce was named one of the Financial Times Top 401(k) advisors in the country. This honor, which recognizes the top financial advisers who serve defined contributions plans, is awarded based on specialization in retirement plans, assets managed, years of experience, industry certifications, success of plans under advisement, and clean compliance records.
He resides in Fort Collins, Colorado, and enjoys tennis, golf, cycling, and spending time with family.
Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results; nor should they be construed as a current or past endorsement of IFAM or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized advisor.