SB-Robert A. Massa

Robert Massa is the Managing Director of Retirement in Houston, TX for Qualified Plan Advisors (QPA). Rob is a retirement professional with more than 25 years of retirement industry experience. His primary responsibilities include practice management, strategic investment direction and advice, retirement plan design consulting and compliance, employee education and development, financial wellness strategies, client relationship management and SEC compliance. His career has been focused in the investment management and administration of qualified retirement plans in a diverse series of roles including investment advice, trust administration, recordkeeping, plan document drafting, compliance testing, product management, legal and client consultation.

Rob has a Bachelor of Arts in public administration and a minor in mathematics from the College of New Jersey. He is a licensed life/health representative, has passed the Series 7, 24, 63 and 65 securities exams, is a Chartered Financial Consultant (ChFC), a Certified Employee Benefits Specialist (CEBS), an Accredited Investment Fiduciary (AIF), and Certified Plan Fiduciary Advisor (CPFA). Rob taught employee benefits at St. Thomas University for the Certified Financial Planner© program. He has also been interviewed for various articles in U.S. News and World Report, The Motley Fool, Houston Business Journal, Institutional Investor, the Fiduciary News, TheStreet.com and CFO magazine and spoken at several regional and national conferences, including the PlanSponsor national conference and the International Foundation of Employee Benefit Plans annual conference. In 2016, Rob was named Retirement Adviser of the Year by Employee Benefit Adviser magazine.