Laura Grassi, Cpfa™ Email and Phone Number
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A retirement industry professional with over 20 years of experience in all aspects of qualified plan solutions. I have had the great pleasure of working with plan sponsors, financial advisors, RIA's, TPA's and consultants to create customized retirement plan solutions.As the Director of Retirement Plans at Saiph Capital, a Registered Investment Adviser, I provide various consulting services to qualified employee benefit plans and their fiduciaries. Saiph Capital offers a suite of institutional services designed to assist plan sponsors in structuring, managing and optimizing their corporate retirement plans. Specialties: 401(k), Consultative Selling, ERISA Fiduciary Liability & Retirement Plan Design, Multiple Employer Plans (MEPs) and 3(16)
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Regional Vice President, Sales And ConsultingEgpsNew York, Ny, Us -
Director Of Retirement PlansSaiph Capital Jan 2023 - PresentSaiph Capital is a wealth management and investment services firm serving both private wealth and institutional clients. Saiph Capital provides various consulting services to qualified employee benefit plans and their fiduciaries. This suite of institutional services is designed to assist plan sponsors in structuring, managing and optimizing their corporate retirement plans. Saiph Capital offers these services for 401(k), profit sharing, non-qualified deferred compensation and retirement plans that are subject to the Employee Retirement Income Security Act of 1974 (“ERISA”) and other employee retirement plans not subject to ERISA. Private Wealth Management- Financial Planning- Portfolio Management - Retirement Planning- Education Savings Planning- Risk Management- Trust, Estate & Legacy PlanningInstitutional Wealth Management- 3(21) Fiduciary Services- 401(k) Plans- 403(b) Plans- Defined Benefit Plans- Non-Qualified Deferred Compensation - Plan Mergers & Acquisitions- Endowments & Foundations -
Regional Vice President, Sales & ConsultingEgps, Inc. Sep 2020 - Sep 2022New York, Ny, UsEGPS is an independent consulting firm that designs and administers retirement plans.We service approximately 4,500 employee benefit plans for businesses across the country. We have been designing and administering high quality retirement plans since 1971.Our consulting, design and administrative team maximizes retirement and tax benefits for business owners and employees. We work as a team with employers and advisors to design and administer cutting edge retirement plans.Advisors, we add value to your client relationships by designing modern retirement plans and then taking care of all the important details. Our design and plan management allows you to focus on what you do best.
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Director Of Business DevelopmentPortfolio Evaluations, Inc. Dec 2017 - Sep 2020By working in a collaborative environment with colleagues in Retirement Plan Services, Research, & Client Service Groups, I am responsible for pursuing and securing new business opportunities within existing and new market segments though the cultivation of relationships with current clients, new prospects, ERISA attorneys, CPA's and other centers of influence. Portfolio Evaluations, Inc. (PEI) is a privately-owned consulting firm focused on providing institutional investment and retirement plan consulting services. Founded in 1992, PEI operates in an independent, non-affiliated capacity to provide advice, guidance and education to fiduciaries of institutional investment programs. PEI currently maintains over 220 institutional relationships representing over $70B in assets under advisement. Client account values range from less than $10M to in excess of $4B. Our clients include both private and public entities including corporations, non-profit institutions, endowments, foundations, government & municipalities, Taft-Hartley plans, Board designated groups and family groups. PEI was recently ranked #31 on the November 2017 Pensions & Investments Largest Investment Consultants report, up from #35 in 2016.
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Regional Director Of SalesPentegra Retirement Services May 2015 - Sep 2017White Plains, Ny, UsWorking with financial advisors on a full range of retirement plan solutions for their clients. Including Multiple Employer Plans (MEP's) and Group Trusts, full fiduciary outsourcing, 401(k), Defined Benefit Plans, and Cash Balance Plans. Our objective is simple: Deliver retirement plan solutions with the highest level of integrity. Working in the New Jersey, New York City and Long Island territory consulting with financial advisors to find the best solution for their clients. -
Regional Sales DirectorEmpower Retirement Sep 2009 - May 2015Greenwood Village, Co, UsRetirement Plan sales and implementation for institutions with 50 million in plan assets or less. My responsibilities include: *Maintain and grow defined contribution business in New Jersey and New York City by finding new sources of production through financial advisors, RIA's, consultants and third parties.*Develop leads and maintain a viable network of business contacts and prospective producers to consistently meet assigned sales goals.*Maintain and grow Third Party Administrator relationships to expand our unbundled retirement plan solution. -
Regional Vice PresidentIng Financial Advisers Sep 2001 - Sep 2009
Laura Grassi, Cpfa™ Skills
Laura Grassi, Cpfa™ Education Details
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Providence CollegePsychology -
Mahwah High School
Frequently Asked Questions about Laura Grassi, Cpfa™
What company does Laura Grassi, Cpfa™ work for?
Laura Grassi, Cpfa™ works for Egps
What is Laura Grassi, Cpfa™'s role at the current company?
Laura Grassi, Cpfa™'s current role is Regional Vice President, Sales and Consulting.
What is Laura Grassi, Cpfa™'s email address?
Laura Grassi, Cpfa™'s email address is lg****@****gps.com
What is Laura Grassi, Cpfa™'s direct phone number?
Laura Grassi, Cpfa™'s direct phone number is +120168*****
What schools did Laura Grassi, Cpfa™ attend?
Laura Grassi, Cpfa™ attended Providence College, Mahwah High School.
What are some of Laura Grassi, Cpfa™'s interests?
Laura Grassi, Cpfa™ has interest in Children, Health.
What skills is Laura Grassi, Cpfa™ known for?
Laura Grassi, Cpfa™ has skills like Retirement Planning, Retirement, 401k, Mutual Funds, Finra, Pensions, Investments, Erisa, Series 6, Series 63, Financial Advisory, Defined Benefit.
Who are Laura Grassi, Cpfa™'s colleagues?
Laura Grassi, Cpfa™'s colleagues are Dean Swan, Cherice Pak, Rachel Martin, Antonio Magwood, Rajesh Kumar Ramakrishnan, Samantha Hartig, Olivia Mckinney.
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