Marie Marks, Cfp®,Cpfa® Email & Phone Number

As a leader in Corporate retirement plans and audits, Sikich is built upon a tradition of integrity, excellence and forward-thinking industry leadership. Our goals when working with plan sponsors are to simplify the plan management for them, control plan expenses and to assist the plan participants in reaching their retirement goals.We have experience and knowledge in all areas of 401(k) plan consulting; including investment selection and performance monitoring, fiduciary best practices, fee reviews and vendor negotiations. My background includes a detailed understanding of plan administration, plan design and customized methods and programs to help educate your employees.Sikich / Triad has also partnered with Retirement Plan Advisory Group (RPAG) to provide the most comprehensive retirement services available including in depth analysis and live benchmarking, ongoing fiduciary review along with a proprietary, in-depth investment scorecard and asset allocation strategy.

Listed skills include Financial Advisory, Retirement Planning, Retirement, Public Relations, and 24 others.

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  University Of Indianapolis