Nova Southeastern University, Fort Lauderdale, FL – Certified 401(k) Plan Fiduciary Program

Adjunct Lecturer

Shir McGettigan, FSCP®, AIF®, CPFA®, C(K)P®, CHSA®, NQPA
Director of Employer-Sponsored Retirement Plans
BLS Wealth Management, a HUB International Company

Shir Keidan McGettigan has a talent for financial planning which she discovered right after graduating from Florida State University with a degree in both entrepreneurship and marketing. But it’s her listening skills, her ability to gain client trust, and her expertise in the complexities of 401(k) and 403(b) plans which set her apart.

As the Director of Employer-Sponsored Plan, Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis,” she explains. Shir serves as an ongoing resource, helping ensure fees are appropriate, investment options are competitive, and monitoring the success of the plan while making sure it is compliant with both the DOL and the IRS.

In addition to designing quality 401(k) and 403(b) plans for businesses, and managing client relationships for corporate retirement plans, Shir is committed to providing personalized service and education to employees for their overall financial health. It’s this customized approach that drives her success. Her hands-on approach is a benefit to both the employer and the employee. With direct phone and email
access to Shir as well as regularly scheduled on-site meetings, both the employer and employees feel connected and confident. Shir was recently recognized by the National Association of Plan Advisors
(NAPA) as both a Top Woman Advisor and a Top Advisor Under 40.

Shir’s commitment to excellence extends beyond the office into the community, where she is involved in numerous organizations, serving on multiple non-profit boards such as the Jewish Federation of Broward
County. Shir’s willingness to share her time and expertise was acknowledged when she was awarded the Finance Up & Comer Award from South Florida Business & Wealth Magazine.

Originally from Israel, Shir currently lives in Fort Lauderdale with her husband. When she is not working or volunteering, Shir is busy rollerblading by the beach or cheering for the Miami Heat and FSU basketball teams.

Shir Keidan McGettigan is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). OSJ: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334. (954) 938-8800. Bienenfeld, Lasek & Starr, LLC and BLS Wealth Management, LLC are not subsidiaries of or affiliates of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0I85626. *Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. CRN202509-3089164