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Matt Zokai of 1st Global

Matt Zokai

Senior advisor of retirement services

Matt Zokai, AIF, is a senior advisor of retirement services at 1st Global. He helps drive growth and retention by educating and assisting advisors with qualified plan opportunities and serves as a subject-matter expert to various teams within the company by providing technical expertise consistent with ERISA, DOL, regulatory and tax requirements for the proper design and administration of qualified and nonqualified retirement plans.