Beth Davies, AIF®, CPC, ERPA

Vice President of Retirement Plan Services

Beth Davies is Vice President of Retirement Plan Services at RTD Financial Advisors, Inc.  She works directly with business owners and executive staff to develop and monitor highly effective retirement programs for their organizations.  Beth offers resourceful solutions to each client’s unique needs.  She has earned the trust and confidence of clients and their other advisors with her depth of knowledge and perspective.

A pension practitioner since 1981, Beth was a shareholder at Stephen H. Rosen & Associates, Inc.  When the firm was rebranded under United Retirement Plan Consultants, Inc. she served as Vice President of Retirement Plan Consulting.  She was also Vice President of the former Pension Consulting Services, Inc.  Beth has enjoyed mutual client relationships with RTD Financial Advisors, Inc. since its inception and was delighted to join the firm in October 2013.

Beth attained the Accredited Investment Fiduciary® credential in 2017. Attainment of the AIF credential demonstrates understanding of the Prudent Practices and methodology.  She has also earned the Certified Pension Consultant designation from the American Society of Pension Professionals and Actuaries and the Enrolled Retirement Plan Agent designation from the Internal Revenue Service.  Beth was a faculty member of the former Institute of Employee Benefits in Philadelphia and has mentored many pension professionals in the vicinity.

Active in the community, Beth has served on various committees in her church, local schools and the Girl Scouts of Central and Southern New Jersey.  She resides in Burlington County, NJ and enjoys time with family and friends at her home on Swinging Bridge Reservoir in the Catskills.  Beth is an avid reader and also enjoys boating, travel and cultural events.