Insights into how 401(k) Plan Sponsors are strengthening their plans and navigating a dynamic retirement benefits landscape.
Speakers Bio:
John came to San Antonio in 1994 to attend Trinity University. After planning to be an Engineer, he quickly realized that the world of finance was his true passion. As a freshman, he changed his major from engineering to finance and embarked on his career in 1998 with Morgan Stanley. Loving the financial markets and being a natural problem solver, John quickly gained favor with clients in the areas of planning and collaboration on complicated financial situations. These core abilities led John to a focus on the corporate retirement plan world. He formed The Abeyta Bueche & Sanders Group at Morgan Stanley in order to more effectively help serve the complexities of institutional clients in the 401(k) & 403(b) marketplace. He is a Corporate Retirement Director at Morgan Stanley and sits on Morgan Stanley’s Corporate Retirement Directory Advisory Board. John primarily works with small businesses and institutions where he consults with plan sponsors of ERISA qualified plans helping them fulfill their fiduciary responsibilities and to create more successful retirement outcomes for their employees. He provides 3(21) and 3(38) fiduciary services from Morgan Stanley for the retirement plan marketplace. His strengths are in investment management, comprehensive solutions and strategic advice. His passion for giving balanced, fair advice along with his experience makes him both an excellent advocate and mentor to help others. Over his career he has earned respect and recognition for his expertise in Corporate Retirement including recent recognition as NAPA Top DC Advisor Teams for 2019, 2020, 2021, 2022, 2023, and 2024. John is quick to help and quick to respond. He works with all levels of employees, executive teams, and boards of companies. Both clients and colleagues appreciate
John’s professionalism, precision and depth of financial knowledge while often being surprised by his sociable and quirky sense of humor in non-business settings. Originally from the Washington state area, John has spent most of his life in Texas. He enjoys spending time on the beach and in the mountains along with volunteering for various non-profit organizations and travelling with his family from the Texas Gulf Coast to Lake Tahoe.
