Chad J. Larsen, PRP, AIF

President, Moreton Retirement Partners
2007 PLANSPONSOR Retirement Plan Advisor of the Year

Chad has spent the past 19 years developing and implementing proven processes and strategies for clients to improve their retirement programs and he has a long-term track record of successful outcomes.

Chad is an Accredited Investment Fiduciary (AIF^®) and is recognized as a PLANSPONSOR Retirement Professional (PRP) by PLANSPONSOR magazine. Chad has worked with hundreds of employers helping them to implement prudent processes that have reduced their fiduciary liability, reduced their plan expenses, and that have significantly improved the participant outcomes of their plans.

Chad is a frequent speaker for employer groups and has given numerous retirement plan workshops to educate employers on the key elements of successful retirement plans. Chad has been recognized and quoted in PLANSPONSOR Magazine for his work with clients and was recently selected as the 2007 Retirement Plan Advisor of the year by PLANSPONSOR Magazine.

Chad is President of Moreton Retirement Partners. Chad graduated from Brigham Young University where he earned a Bachelor’s Degree in Business Finance with minors in Accounting and Economics. Chad is President of Moreton Retirement Partners. Moreton Retirement Partners is affiliated with Moreton & Company, a full-service employee benefits and insurance firm. Chad and his team work with all types and sizes of retirement plans to provide valuable experience and expertise to plan sponsors. Chad has worked with retirement plan sponsors nationwide and is also a frequent and nationally recognized speaker and presenter to employer and industry groups. Chad’s financial background and technical expertise provide a valuable resource for clients in each of the for-profit, not-for-profit, and public sectors.

Chad is a Registered Investment Advisor and a Registered Representative with LPL Financial. Chad and his wife Robbi live in Parker, Colorado with their four children where he enjoys biking, hiking, golfing, and spending time with his family and friends.