Retirement Plan Development
For the duration of my career I have worked in the 403(b) retirement plan market. The changes in the industry over recent years require employers to be more diligent in their plan offering. Designing a plan that will benefit, both, the employees as well as the employer, choosing a lineup of world class investments, keeping cost down and keeping up with industry regulation all play a part in improving participant outcome. My experience brings experience in all these areas.