Managing Partner Enjoy today and plan for tomorrow. Successful retirement plans, positively affect the outcomes of employers and participants over time. To experience positive outcomes, plans need to provide good communication, tools and processes to effectively communicate the benefits.Dalia Badajos has focused on business owners and their Company Retirement Benefit Plans for close to 30 years. Dalia is a designated C(k)P and works in the area of both Qualified and Non-Qualified space including, 401(k) plans, Defined Benefit/Cash Balance and Executive Benefit Plans. Dalia has extensive knowledge in the investment and insurance industry and has developed strategic relationships to assist her clients beyond her scope of expertise. ExperienceCorporate and Executive Retirement Benefit Plan Advisor"B360" - Benefit Management Specialists 3601997 – Present Newport Beach, CABenefit Management Specialists 360 - Consult with small to medium size businesses on their Qualified and Non-Qualified Retirement Plans for Key ExecutivesRegistered RepresentativeBenefit Management SpecialistsJan 1990 – 1997Irvine, CAEducationBachelor of Science in Business - Finance, San Diego State University, San Diego, CAVolunteer ExperienceSoroptimist International Newport Harbor AreaPast President1987 – PresentThe mission of Soroptimist International is to empower and educate Women and Girls both locally and globally.Corazon de Vida FoundationSupporter2000 – Present The mission of CdV is to provide life changing support for the orphaned and abandoned children of Baja California.