Farhad Mirzada manages a team that serves the needs of several of Cammack Retirement's large defined contribution plan clients. Farhad partners with clients assisting in all aspects of their fiduciary due diligence process, including investment analysis, plan design, compliance, and process changes. Farhad also serves as a subject matter expert in ERISA technical compliance and plan design.
With over 15 years of financial services and retirement benefits industry experience. Farhad brings in-depth technical knowledge of qualified, non-qualified and 403(b)/457(b) plans. He has experience providing consulting services to private, public/governmental and tax-exempt employers. Prior to joining Cammack Retirement Group, Farhad supervised a team of benefit consultants at a large employee benefits consulting firm where he ensured quality control and plan compliance, and performed asset reconciliation and statement generation. Farhad received his bachelor's degree from Binghamton University
- Securities and investment licenses: Series 7, 63, and 65
- Life and Health insurance licenses in multiple states
- Qualified 401(k) Plan Administrator (QKA)
- Member of the American Society of Pension Professionals and Actuaries (ASPPA)