Jeremy is a relationship manager in the retirement plan investment consulting practice for Plante Moran Financial Advisors (PMFA). He is known for his broad knowledge related to serving plan sponsors in an ever-changing, highly regulated discipline, as well as his background in employee benefits consulting, which provides an added resource in plan design, compliance, and other administrative items related to qualified retirement plans.
He specializes in consulting with clients on investment menu design, participant education, investment policy statements, performance monitoring, and fee benchmarking. Jeremy has been with PMFA for more than 10 years, after spending nearly 10 years with Plante Moran's employee benefits consulting practice.
Jeremy was named as one of the "20 Rising Stars of Retirement Plan Advisory" by Institutional Investor News in 2008.