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Plan Management

We will be with you every step of the way, from initial planning to overall management. Preparing a plan that is competitive within the industry is one of our strengths. We will facilitate your unique action steps and respond along the way.

Plan Management

Plan management consists of...

Plan Benchmarking and Design

  • Comparison of plan features to industry data
  • Aid in refining design with respect to features, costs & liabilities

Service Schedule Development

  • Establish and maintain a service schedule that best meets the needs for the plan sponsor and participants

Meet our retirement plan team

Jay Anderson

Jay Anderson

Registered Representative

319.352.2880

Stacie Brass

Stacie Brass, AIF®, CPC

Partner, Managing Director & Chief Compliance Officer

319.352.2880

Ryan D. Hervey

Ryan D. Hervey, JD

Investment Adviser Representative

515.223.1600

Megan Rushing

Megan Rushing

Account Manager / Paraplanner

515.223.1600

Julie Sawyer

Julie Sawyer

Senior Account Manager

319.352.2880

Marj Simpson

Marj Simpson

Senior Account Manager

319.352.2880

Contact Us

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