What Sets Us Apart
- High-touch/Niche Recordkeeper: We prioritize service excellence and handle all issues in house.
- Independence: We bundle your administrative needs in one solution, so you don’t need to outsource an external TPA.
- EASY: We have a wealth of resources available that encourage visibility and connection with participants.
- Flexibility: We curate a custom, flexible plan that meets your specific needs.
- Industry Experts: Our team is highly educated on ERISA and how retirement plans operate.
Meet Your Team
Jerry Cicalese
Senior VP, Strategic Partnerships
Jon Clark
VP, Advisor Channel Consulting
Joyce Clouthier
Senior Consultant, Advisor Channel Consultant
Dennis Davis
VP, Strategic Partnerships & Plan Consulting
Drew Disher
VP, Advisor Channel Consulting
Eric Grzejka
VP, Advisor Channel Consulting
Ava Kitabjian
Associate Consultant
Nicole McWilliams
VP, Advisor Channel Consulting
Daria Oterin
Senior Consultant, Advisor Channel Consultant
Upcoming & Recorded Webinars
See All Webinars & EventsNov
07
Improving Your Annual Plan Review Process
See DetailsSep
10
Turning ‘Green Light’ Moments into Referrals
See DetailsSep
05
Rethinking CDH Plans: Creative Strategies for HRAs, HSAs and LSAs
See DetailsAug
27
