Cas Oliver Email & Phone Number

We are on a mission to make a bright financial future! Retirement in America is broken. The fact is while some people are saving enough to retire timely, most are not including many that are not saving at all. Our mission is to fix this with a three-prong approach:First, let's make plans easier for employers to offer and manage. Through my career, I've consistently heard the same request from plan sponsors: Make 401k easier for me. ForUsAll is leveraging technology to integrate payroll and recordkeeping. Not just uploading and downloading but verify the data with 40+ checks to catch errors before they happen. As both a 3(16) and 3(38) fiduciary, we take the hassle away:• Notice communication• Distribution approvals• Investment reviews• Much more. Focus on your business... We got this! Next, we make participation easier. We communicate with employees in a way they understand and at their convenience:• Dave, the virtual advisor• Personalized help• Monthly account balance communicationsWe will connect with and keep your employees engaged.Lastly, let's keep cost reasonable:• Recordkeeper fee review• Low-cost mutual fund menu• Our fee is reasonable tooSound good? Check us out!www.forusall.comWe are growing and we are hiring. Contact me if you would like to be part of solving the retirement crisis.

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  Relationship Manager

  Forusall

  Sep 2018 - Present - San Francisco Bay Area

  With 20+ years in the retirement industry my passion still grows. I've taken on a new path. As a relationship manager at ForUsAll, I can pull from all my past experience to offer real improvement to retirement plans. Offering both 3(16) and 3(38) fiduciary services, I can focus on solving the retirement challenges in a unique way for all my clients: Ease of administration Low-cost investment menu Complete employee communication program Reasonable feesIt's a whole new day in retirement!