Broker Check

Corporate Retirement Plans

Experience to assist you and your employees across multiple plans and needs

I bring dedicated resources and experience to assist businesses seeking tailored retirement plan solutions. I know it can be a daunting task to determine the most appropriate investment options for your employer sponsored retirement plan. With access to sophisticated investment tools and unbiased research, I am able to examine a broad range of providers and generate detailed reporting and comparisons. In addition, I can assist you with a thorough review of your investment policy statement and provide guidance regarding 404c safe harbor requirements.

  • 401(k) and other qualified defined contribution plans
  • Defined benefit plans education
  • Non-qualified executive compensation plans
  • Investment policy statement reviews
  • 404c Assistance
  • Employee Education