Ed Lynch with Dietz & Lynch Capital

Dietz & Lynch Capital provides sound advice and unparalleled service to individuals and institutional clients. Since 1989, our financial practice has focused on three distinct specialties:

(1) Customized investment management and financial strategies for individuals, businesses, and plan sponsors.

(2) Long-term investment planning concentrating on personal wealth management, and

(3) Consulting services to pension, profit-sharing, and 401(k), 403(b), 457 and Taft-Hartley retirement plans, as well as foundations, endowments, trusts, and similar accounts.


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Guest

Ed Lynch
Managing Director / Chief Retirement Officer
Dietz & Lynch Capital

Ed Lynch has worked with ERISA-qualified plan sponsors and designated fiduciaries in most aspects of plan development and maintenance since the early 1980s.
In 2003, Ed became one of the first practitioners in the United States to complete the Accredited Investment Fiduciary Auditor, AIFA®, program of advanced studies at The Center for Fiduciary Studies (Joseph Katz School of Business, University of Pittsburgh).
In September 2008, Dietz & Lynch Capital, formerly 401(k) Advisors Group, became “[one of] the first Investment Advisors globally” to successfully complete the Centre for Fiduciary Excellence (CEFEX) independent certification process. The CEFEX certification “provides assurance to investors, both institutional and individual, that Dietz & Lynch Capital has demonstrated adherence to the industry’s best fiduciary practices…indicating [it’s] interests are aligned with those of investors.”  
In 2009, Ed was voted by his peers as one of the 40 “Most Influential Retirement Plan Advisors” in the United States in a national survey conducted by the 401(k) Wire, the 401(k) Exchange and The Boston Research Group. Based on over 100,000 votes from the industry, business metrics and input of an editorial board, the top 300 and top 40 were recognized for their business success, and their influence on retirement plans, their fellow advisors and retirement plan providers.
Ed’s focus in working with fiduciaries, such as pension, profit sharing and 401(k) plan sponsors and trustees of endowments and foundations, is
Assessing compliance with accepted “standards of fiduciary care”
Reviewing documents, investment performance and due diligence files
Developing prudent review and monitoring processes for plan or trust assets
Assisting with preparing, implementing and monitoring investment policy
Analyzing and developing asset allocation strategies
Evaluating reasonableness of fee structures and overall plan performance

Ed is a member of a number of professional and employee benefits organizations, a columnist as well as a frequent speaker on ERISA-plan topics.  He has served as an Expert Witness in ERISA-plan related litigation and is a Contributing Editor for Pension Governance, LLC. Ed is a graduate, summa cum laude, of Gordon College in Wenham, Massachusetts.

Dietz & Lynch Capital:  37 1/2 Forrester Street, Newburyport, MA 01950  Map It

Website:  http://www.dietzandlynch.com

    Phone: 978-225-8386


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