Chris J. Gilbert, C(K)P®, Crps™, Cpfa™ Email and Phone Number

I feel that I bring a value that most other financial advisors cannot.  For almost 20 years, I've learned how to build the retirement plan you want.  I know how to design your plan based on your needs, and more importantly, how we can improve it together over time.  I spend every day helping make sure that you, your business and employees have the access, support, and motivation needed to retire without worry – through personalized service, smart design, access to fiduciary services, and unforgettable facilitation.  Your job as a fiduciary is demanding.  You don't have to manage it all on your own.  You should expect personalized service focused on you, your company and your goals.  By leveraging my background and acting as your advisor, you can expect a financial consultant who has an entrepreneurial spirit, a firm believer that everyone can save for retirement with the right tools, and your ultimate financial ambassador. For well over a decade, I've gained valuable insights in the retirement plan world: *As a pension administrator, I've spent countless hours designing the optimal plan, discovered how to avoid ADP/ACP refunds and completed Form 5500s. *As a recordkeeping associate, I've processed loans, hardships and distributions and reconciled census files. *As an audit support representative, I've created financial reports for CPAs, and IRS and DOL audits. *As an investment fiduciary, I've helped select investment menus trustees and participants understand and have designed appropriate Investment Policy Statements. (I can provide access to these services in my current role) *As an enrollment specialist, I've increased employee participation and escalated savings rates. *As a compliance professional, I've educated clients on prohibited transactions and assisted with DOL and IRS correction programs Let's discuss your current plan today.  You'll either validate that it's working like it should or we'll address those issues that we find together. *C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc. Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.