Authors > Jonathan Blaze, AIFA®, GFS®

Jonathan Blaze, AIFA®, GFS®

National Sales Director, Retirement Plans, New York Life/MainStay Investments

Jonathan is head of the Retirement Specialists at New York Life Mainstay Investments and is the Regional Sales Consultant in the Central Region. His team works directly with financial advisors, consultants and record keeping platforms.

He is a frequent speaker at industry conferences where he provides insight on Retirement Plan Fiduciary Best Practices for both financial advisors and Plan Sponsors. In 2015 Jonathan was awarded the “Wingman” Award as one of the top 100 retirement wholesalers in the industry awarded by National Association Plan Advisors (NAPA).

Jonathan has extensive experience and knowledge having worked for than 30 years in the investment industry and retirement plan marketplace. Prior to joining New York Life MainStay Investments, Jonathan was a Regional Retirement Consultant for Thornburg Investment Management. He has worked for and held various positions with Investment Management firms including Retirement Plan record-keeping platforms. Jonathan also managed and was lead retirement consultant for a global benefits consulting firm.

Jonathan received his B.S. Degree from Bradley University, Peoria, IL. He holds his 6,7 & 63 licenses. He also holds the Accredited Investment Fiduciary Analyst™ (AIFA®) designation from The Center for Fiduciary Studies and the Global Fiduciary Steward (GFS®) from 3ETHOS.

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More Fiduciaries, More Litigation Exposure for Plan Sponsors

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Increasingly, retirement plan sponsors are being sued by plan participants...