Dustin Ivey

Head of Workplace Retirement

I’ve been immersed in the world of corporate pensions since 2010. While I didn’t know it at the time, a brief internship in the Defined Contribution division of Fidelity International set me on the path of building niche expertise in corporate retirement plan consulting.

Along the way, I’ve had the opportunity to touch every part of the retirement plan business – from 401(k) recordkeeping to asset management, and finally, starting a retirement plan advisory business.

I’m passionate about helping business owners make prudent decisions that ultimately lead to better retirement plan outcomes for their staff. 

You may find me exploring the nooks and crannies of our coastline or painting in my garage studio. Slowing down time with my two nephews on Maui is an absolute bright spot in my life.

LinkedIn Profile

Deep Dive:

  • Hometown - Fayetteville, Arkansas

  • On repeat: John Coltrane – A Love Supreme

  • When I’m not working - Yoga/Meditation

  • Dream Vacation - Tokyo

  • Guilty Pleasure - McDonald’s Hashbrown