Stephen Loderick, CPA, CPCU, MBA is founder and financial advisor with Arsenal 401k Advisors, a specialty practice within a state of Virginia and South Carolina registered investment advisory firm.
Stephen specializes in developing and managing retirement plan solutions for business clients by providing independent advice on fiduciary oversight, investment due diligence, fee-benchmarking, investment education and plan guidance for sponsors and participants. He has 30 years of experience in designing, installing, managing and auditing 401k plans.
Prior to joining Arsenal, Stephen has spent the bulk of his career in senior leadership roles as a Chief Financial Officer and Treasurer of multi-million dollar insurance enterprises including; establishing the U.S. insurance operations for Max Capital Group Ltd and Alterra Capital Holdings Limited where he served as Senior Vice President, Chief Financial Officer and Treasurer from 2006-2012 where he was intricately involved in designing the retirement plans for several subsidiaries. Stephen has also been a CFO and Treasurer of Firemen’s Insurance Company of Washington D.C., an affiliate of W.R. Berkley Corporation. For the prior eleven years, Stephen held several leadership positions within Markel Corporation and its divisions that included Essex Insurance Company and Markel Insurance Company. Stephen began his career in public accounting with KPMG by providing assurance based services to financial services, retail & not for profit sectors.
Stephen received his B.S. in Business Administration with a concentration in Accounting at the University of Richmond Robins School of Business and his Masters in Business Administration, highest distinction, in 1999 at Virginia Commonwealth University. Stephen is a member of the American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants and holds the CPA and CPCU designations.
Stephen is a father and an avid wellness and fitness aficionado.