CORPORATE BENEFITS & RETIREMENT SERVICES

VISIONARY

Fiduciary Consulting

Our team can assist retirement plan sponsors.

  • Assist with plan design, in conjunction with the appropriate service provider

  • Investment Policy development and monitoring

  • Vendor search and pricing negotiation

  • Fee review and analysis

  • Regulatory updates

INNOVATIVE

Employee Participation, Advice and Education

Our team can help your employees take full advantage of the benefits offered.

  • Employee Education - one on one or group

  • Individual advice on asset allocation, investments and retirement

  • Ongoing communication plan

  • Retirement readiness strategies

  • Participation strategies

INDEPENDENT

Investment Selection and Monitoring

Our team’s goal is to find the most effective options for your plan participants at the lowest cost.

  • Investment evaluation and selection

  • Investment selection as a fiduciary to the plan

  • Investment monitoring and action as necessary

  • Target Date Fund evaluation, selection and monitoring

OUR TEAM

  • Celia Rafalko, Financial Advisor, Corporate Benefits & Retirement Services, Director

  • R.J. Reibel, Financial Advisor, Corporate Benefits & Retirement Services, Vice President

  • Sue Davis, Senior Client Service Manager, Vice President