Qualified Retirement Plans
 The Qualified Retirement
Plans Division works with you, the Plan Sponsor to design and implement a
retirement plan to meet your goals and objectives while giving your employees
the tools they need to plan for a secure retirement. It is our goal to not only
develop the right plan for you, but work together consistently to improve it
and educate your workforce to use it wisely. Just like training for a marathon,
planning for retirement is done best consistently, over the long term.
Meet the Qualified Retirement Plans team
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Stacie Brass, Partner, CPC, Certified Pension Consultant
As a Certified Pension Consultant with more
than 17 years of experience, Stacie Brass has the knowledge to analyze your
plan design, discuss your record keeping concerns, evaluate your investment
menu and strategize about the most effective way to communicate this valuable
benefit to your employees. Stacie is a graduate of the University of Northern
Iowa, She is past-president of the National Association of Insurance and
Financial Advisors - Cedar Valley, an alumna of Leadership Investment for
Tomorrow, and is a former board member of Junior Achievement. |
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Sue Martin, Client
Coordinator
Sue serves as a contact for plan sponsors and
participants in her role as Client Coordinator for the Qualified Plans
division. With 20 years of industry experience, Sue specializes in offering
one-on-one personalized service that enables her to build lasting relationships
with clients based on trust and professionalism. |
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Marj Simpson, Client
Coordinator
Marj is a graduate of Hamilton Business College. With
more than 20 years of experience, she strives to give outstanding customer
service to all internal and external clients. |
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Janet Rochford, Financial Planning
Representative & Education Specialist
Janet focuses on
providing individual financial planning to retirement plan participants. This
includes assisting them through all phases of their financial life-cycle, from
early saving years through retirement. Janet strives to deliver employee
education that is meaningful and motivates your employees to take action. With
10 years of experience, Janet works with clients to ensure they are in the best
possible financial situation by uncovering their perceived and unperceived
goals, wishes and desires. |
Qualified Retirement Plans products &
services
- 401(k) Plans
- Profit Sharing Plans
- Employee Stock Option Plans
- Simplified Employer Plans
- Defined Benefit Pension Plans
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Registered Representative, Securities
offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA/SIPC. Investment Advisor Representative, RDA Financial Network, Inc., a
Registered Investment Advisor. First Insurance Services, Cambridge and RDA
Financial Network are not affiliated. |
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Quick Contact
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