Director Of Plan Services
CurrentMy focus is on keeping employees loyal, productive and profitable, while lowering the threat of legal action in the event an employee feels their employer mismanaged their plan’s investments.A recent Vestwell survey found 100% of plan sponsors found minimizing their administrative burden important. The primary reason I negotiate and manage fees is to keep them reasonable and competitive when benchmarked against plans of similar size and/or demographics saving my plan sponsors valuable time researching and comparing fees. The same Vestwell survey states that 98% of plan sponsors found being competitively priced, offering flexible investment options, minimizing their tax benefits, and minimizing their fiduciary risk, important. The reason I provide quality investments and professional investing advice, while keeping my plan sponsors informed, current and compliant.With 37% of plan sponsors finding filings, taxes, and compliance activities their biggest pain point when administering a retirement plan I act as a liaison between administrator / record-keeping to ease their administrative burden and explain why understanding the difference in roles of a 3(21) and a 3(38) is critical.I provide management of other service providers surrounding your plan, renegotiating provider pricing so your plan always stays on the front end of fiduciary practice and stays competitive.Additionally, I act as a comprehensive financial advisor for all plan participants and their families.
