Jim Chapman, CPFA, AIF in

Jim Chapman, CPFA, AIF

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Consultant at LoVasco Consulting Group
📍 Detroit Metropolitan Area, United States

Jim Chapman is a Consultant at LoVasco Consulting Group, specializing in retirement plan consulting. An alumnus of Albion College, he holds both the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Adviser (CPFA) designations, focusing on helping plan sponsors with compliance and fiduciary duties.

He was recognized as one of the nation’s “Top Retirement Plan Advisers” by PLANADVISER magazine.

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Experience
16 Years
Current Role
Consultant
Job Level
Mid-senior
Location
Detroit Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Jim cares about

Fiduciary Responsibility
Writes frequently on the obligations fiduciaries have under ERISA and helping plan sponsors understand their roles.
Retirement Plan Design
Focuses on building retirement plans that effectively engage employees, ensure compliance, and simplify administration for HR teams.
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Career

Work history

1-2022
Consultant
LoVasco Consulting Group
1-2021 - 1-2022
Senior Analyst
LoVasco Consulting Group
5-2018 - 1-2021
Investment Analyst, Retirement Plan Consulting
LoVasco Consulting Group
6-2017 - 8-2017
Equity Research Analyst Intern
NorthPointe Capital
1-2017 - 6-2017
Credit Analyst Intern
Level One Bank
In the press

Media appearances

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Education
Bachelor of Arts - BA
Albion College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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