With nearly a decade of specialized experience, Andrew Gosney serves as the Vice President of KGRP (Kingsview Group Retirement Plans). His duties revolve around empowering advisors and ensuring the effective management of their retirement business portfolios.
Andrew brings a deep understanding of financial principles and regulatory frameworks to his role. He has extensive experience working with retirement plans of all sizes, ranging from large Union Pension Plans to small business 401(k) arrangements. This background, in combination with his degree in Finance from the University of Oklahoma, means he is adept at identifying cost-effective solutions and ensuring that clients’ best interests are always at the forefront of decision-making.
Andrew’s responsibilities span a broad spectrum of activities that support advisors in providing comprehensive client support. From conducting thorough mutual fund and recordkeeper searches to constructing investment line-ups tailored to client needs, Andrew ensures advisors have the resources they need to thrive in their roles. He also provides invaluable guidance on plan compliance with ERISA regulations, helping advisors navigate the complex regulatory landscape.
Another key aspect of Andrew’s work at Kingsview is expanding the firm’s fiduciary services. He oversees the development and rollout of the “Kingsview 3(38)” offering in collaboration with recordkeeper Vestwell, aimed at providing advisors with a bundled, turn-key retirement solution. This initiative underscores Andrew’s commitment to delivering innovative and comprehensive retirement solutions that meet the evolving needs of KGRP’s clients.
In collaborating closely with employers and advisors, Andrew ensures retirement plan participants can access transparent investment options with no hidden fees, helping to create Kingsview’s culture of financial security and well-being.