John Massey is Director of Retirement Plan Services with Marietta Wealth Management, LLC, an independent, fee-only financial advisory firm. Mr. Massey has more than 25 years of experience in working with retirement plans. He co-leads the firm’s retirement plan service practice, specializing in plan design, fiduciary oversight, 3(21) investment advice and participant education.
Before joining Marietta Wealth, Mr. Massey was the Managing Partner of Qualified Plans, LLC, a retirement plan administration firm, where he oversaw the administration of over two billion dollars in assets for more than 65,000 participants through-out the United States. He has extensive experience with technical and regulatory issues regarding employee benefit plans.
Mr. Massey received his Bachelor of Business Administration degree in Accounting from Georgia Southern University. He began his career in public accounting in 1994, where he earned his Certified Public Accountant (CPA) designation. In 1997, he left public accounting to specialize in retirement plan administration where he earned his Qualified 401(k) Administrator (QKA) designation.
He is a member of the American Society of Pension Professionals and Actuaries, as well as the American Society of Certified Public Accountants.
For additional information on my professional designation qualifications see my Form ADV Part 2B.