Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Retirement Plan Administrator

Liden, Nestle, Soled & Associates
(Westlake Village CA / Telecommute)
DB/CB Plan Administrator

Ingham Retirement Group
(Miami FL / Telecommute)
Experienced 401k Plan Administrator / Consultant

Farmer & Betts, Inc.
(Tacoma WA / Tualatin OR / Littleton CO)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

By Date   |   By Company Name


View More Press Releases by Budros, Ruhlin & Roe, Inc.

Press release:

Budros, Ruhlin & Roe Introduces Retirement Plan Services Team

Issued by: Budros, Ruhlin & Roe, Inc.

Date: Apr. 5, 2018

COLUMBUS, Ohio, April 5, 2018 -- Columbus, Ohio based Budros, Ruhlin & Roe, Inc. announces the formalization of their Retirement Plan Services offering after serving retirement plan sponsors and participants for over 35 years. Applying the same fiduciary approach the firm employs with their wealth and investment management clients, Budros, Ruhlin & Roe's Retirement Plan Services team works alongside plan sponsors and trustees to develop a clear road map for the implementation or transition and then management of qualified retirement plans.

"Retirement plans are the bedrock of America's retirement savings," said Eric Shisler, Vice President, Director of Research. "Our goal is to serve both plan participants and plan sponsors by offering our experience and knowledge to our corporate retirement plan clients."

Budros, Ruhlin & Roe's Retirement Plan Services team is comprised of three highly qualified individuals including Eric Shisler, CFA, AIF®, Vice President, Director of Research; Greg Apple, CRPS®, Business Development Specialist and Emily Zeller, CRPS®, Retirement Plan Services Associate. The team serves as a co-fiduciary with plan sponsors to evaluate plan design, select and monitor investment options, and educate plan participants--while minimizing conflicts of interest.

"Given the current regulatory climate, our independent, fee-only, fiduciary approach to managing qualified retirement plans makes the most sense for our corporate clients and their employees," said Peggy Ruhlin, Chief Executive Officer.

To learn more about Budros, Ruhlin & Roe's Retirement Plan Services, please visit: http://www.b-r-r.com/retirement-plan-services.

About Budros, Ruhlin & Roe Inc.
Budros, Ruhlin & Roe, Inc. is a Columbus, Ohio based fee-only, independent wealth management firm, serving clients in a fiduciary capacity. The company culture emphasizes excellence in all areas of financial planning, portfolio management and retirement plan services. To learn more visit www.b-r-r.com.

BL:hh

View More Press Releases by Budros, Ruhlin & Roe, Inc.


This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2019 BenefitsLink.com, Inc.