Director, Client Relations
CurrentFacilitating between employers and service providers, my key role is to advocate on behalf of retirement plan sponsors. I implement all facets of the employer's retirement plan offering(s), including tailored plan design, comprehensive benchmarking of vendor costs and services, selecting and monitoring investment lineups, and customized employee education based on the overall financial wellness goals of the organization. Please contact me if I may be of service. I would welcome the opportunity to evaluate your company's retirement benefit.