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Experience

As the qualified plan practice leader for Plante Moran Financial Advisors, I help plan sponsors meet their fiduciary responsibilities so that they can provide great retirement plans at a reasonable cost — and achieve peace of mind for themselves. Manufacturers, automotive dealerships, professional services firms, healthcare providers, educational institutions, not-for-profit organizations, and small businesses turn to us for assistance with their 401(k), 403(b), and nonqualified plans.

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Specializes In

I’ve been around challenge and change since I was a child. While I was born in Green Bay and am an avid Packer fan, my father worked for the federal government, and I moved more than a dozen times during my first 18 years.

Additional Thoughts

Plan sponsors should beware the managed account default option
The world of 401(k) and 403(b) retirement plan sponsors has been somewhat nightmarish in recent years, marked by countless lawsuits over fees paid by participants for investment services. Now, those hoping to avoid being the next company in the headlines for the wrong reason are having to undertake a comprehensive audit of every fee charged to participants.
Mark Dixon Wealth Management
Article March 01, 2017 4 min read
Is your 403(b) or 401(k) retirement plan on autopilot?
An investment advisory's disaster recovery plan couldn't weather the realities of Hurricane Sandy – but it provided valuable insights into portfolio performance and how to best plan for adversity and risk.
Susan Shoemaker
Article October 12, 2016 3 min read