Carson Vaughn brings extensive expertise in retirement plan design, administration, and fiduciary compliance. With over 15 years specializing in qualified plans, including investment advisory services, Carson excels at guiding both plan participants and executives through complex plan provisions with clarity and confidence.
A South Carolina native and Clemson University graduate, Carson is a natural communicator who combines technical knowledge with a personable approach, making retirement planning accessible and actionable for clients. His role as a Retirement Planning Specialist through Match Grade Advisors allows him to deliver tailored solutions and strategic guidance for organizations of all sizes.
Carson holds the following professional certifications, reflecting his dedication to excellence and specialized knowledge in retirement plans:
- Qualified 401(k) Administrator (QKA): Demonstrates expertise in 401(k) plan administration, including compliance, plan operations, and participant services.
- Certified Plan Fiduciary Advisor (CPFA): Highlights his proficiency in fiduciary responsibilities, plan governance, and investment oversight, ensuring clients’ retirement plans meet regulatory and best-practice standards.
His deep experience, client-focused approach, and commitment to excellence make him a trusted resource in the retirement planning space.