Steve supports our retirement consulting and provider management initiatives researching retirement industry trends, interpreting industry and client‐specific data, and evaluating findings relative to client specific needs. He conducts client evaluations of fees and services for third‐party providers, including recordkeepers, trustees, custodians, and actuaries. Steve also supports our project management initiatives, including project planning, execution, and tracking.
Steve holds an MBA from Concordia University and a B.S. from Illinois State University. He is also a trained Six Sigma Yellow Belt.
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