Wednesday, November 14, 2018

Asset Strategy Retirement Plan Consultants is an independent and objective investment advisory firm focused on retirement consulting services. We offer no proprietary products and become a fiduciary to the plans we consult on with our clients. With our experience and emphasis on retirement, we help companies create more effective retirement solutions for their employees. By combining knowledge of industry trends, technological innovations, marketing strategies, and leading investment managers, Asset Strategy aids large and mid-size employers in meeting their fiduciary responsibilities and guiding participants to a comfortable retirement.

With offices and clients throughout the United States, we deliver comprehensive fiduciary advisory services through leading industry experts. We are not a bank, third party administrator, mutual fund company, insurance company, trust company, software company or money manager. We are a Pennsylvania Registered Investment Advisory Firm, which stands by and represents our clients, not product manufacturers or service providers. Let us show you how to create an “Inspiring Retirement Solution.”

Asset Strategy Retirement Plan Consultants (717.602.1100)

Clark G. Frese, AIFA, CPC, is an Accredited Investment Fiduciary Auditor™ from the Center for Fiduciary Studies at the University ofClark Frese Pittsburgh and a Certified Pension Consultant from American Society of Pension Professionals & Actuaries (ASPPA).   Clark is also the former regional president and principal shareholder of Invesmart, a major regional retirement plan administrative and investment advisory firm. Clark has over 30 years of experience with monitoring and managing fiduciary responsibilities. He is an enrolled agent before the IRS. He is a graduate of Villanova University with a BA in Economics. You can reach Clark at This email address is being protected from spambots. You need JavaScript enabled to view it.  or 717-602-1010.

Stacy Heistand, CFP®, AIF®, QPA, QKA, QPFC, has over 20 years of experience working in the retirement plan marketplace.  HeStacy Heistand began his career as an administrator for Merril Lynch.  Stacy then joined Alliance Benefit Group, Harrisburg (ABG) in 1998 as an administrator.  Shortly thereafter, Stacy became a Account Representative in ABG's client service department.  In 2002, Stacy became manager of the client services department.  In 2004 Stacy joined joined Union National Bank, a small community based bank in Lancaster Pennsylvania where he served as the primary consultant for all of the bank's retirement plan customers.  Stacy earned a Bachelor of Science in Finance from The Pennsylvania State University at Harrisburg.  You can reach Stacy at This email address is being protected from spambots. You need JavaScript enabled to view it.  or 717-602-1111.

Neil Moody, QKA, has worked in the retirement plan market place since 1996.  He began his career as a plan administrator with Alliance Benefit Group (ABG).Neil Moody  After ABG was purchased by Invesmart, Inc., Neil became Operations Manager and later Software Testing Manager.  When Invesmart was purchased by The Standard in 2006, Neil joined  the team that was responsible for the overall integration of the two companies.  Neil's responsibilities were focused on the integration of the recordkeeping systems and the underlying data.  He is a graduate of Indiana University of Pennsylvania with a BA in Industrial Management.  You can reach Neil at This email address is being protected from spambots. You need JavaScript enabled to view it.  or 717-602-1100.

Bill Wright, CPC, QPA, QKA, is a Senior Consultant with Asset Strategy Retirement Plan Consultants.  Prior to joining the firm in 2015, Bill had completed 25 years of ERISA experience administering both defined contribution and defined benefit plans.  Bill has worked as both a manager and senior consultant at several major firms including T. Rowe Price, Alliance Benefit Group, Invesmart and William M. Mercer.  During his 10 years at T. Rowe Price, Bill led the Compliance and Consulting areas in the Retirement Plan Services division.  Bill’s team of 30 Consultants and Specialists performed the plan design, nondiscrimination testing and plan document work for 1200 retirement plans with more than $110 billion in assets.  Bill’s prior experience at a benefits consulting firm, third party administrator, and investment manager/ record-keeper allows him to provide a unique perspective within the retirement industry.  Bill is a member in good standing of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the professional designations of Qualified 401(k) Administrator, Qualified Pension Administrator and Certified Pension Consultant from ASPPA. Bill graduated with a B.S. in Actuarial Science from Lebanon Valley College.  You can reach Bill at This email address is being protected from spambots. You need JavaScript enabled to view it. or 717-610-1055.