Rich Swanner
CPFA, QKA
"I enjoy making differences in our clients’ organizations that help their employees work toward a dignified and fulfilling retirement.”
Rich has advised both corporate and nonprofit clients over the years with multiple facets of retirement plan consulting with the objective of improving outcomes for plan participants. Rich has consulted on all aspects of 401(k) and 403(b) plans, including plan design, investment selection & monitoring, and processes for lowering costs, educating employees and managing vendor relationships.
“I've never forgotten that the end user is a worker saving their money to prepare for a dignified and much deserved retirement. All of the work I do with plan sponsors and employers is with this ultimate outcome in mind.”
