Many plans I review were designed early in the start of the business and have not been updated to reflect the current state of the company. Clients often pay more than necessary for fewer benefits. Upon examination I will make recommendations to reduce costs while delivering a quality client experience for principals and employees. This approach ensures my clients offer a fully compliant program that runs smoothly, engages employees, and simplifies their role.

In order to appropriately educate plan sponsors and help them uphold their fiduciary responsibilities, I hold the Certified Plan Fiduciary Advisor (CPFA) designation, the C(k)P® Certified 401(k) Professional Designation, and the title of Retirement Benefits Consultant (RBC).