Areas of Expertise
Becky works with clients in finding retirement plan solutions that provide meaningful retirement benefits while meeting long-term business objectives. Her work focuses on the design, implementation and ongoing compliance of defined contribution plans. Becky provides expertise in the areas of new comparability and Qualified Separate Lines of Business (QSLOB) organizational structures. She works closely with the firm’s Change Management consultants in developing personalized retirement communications.
Professional and Community Involvement
What's Your Passion?
In my free-time, I enjoy trying new hobbies (ballet, guitar, knitting) that don't always stick. When all else fails, you'll find me with a book in hand!