Melissa Marin

WORK HISTORY

SKILLS

ABOUT MELISSA MARIN

It’s no secret that far too many employees do not understand the complexities of investing and saving in a retirement plan. Between selecting how much to save, understanding the difference between Roth and Traditional, and monitoring their investments—the process can seem overwhelming. It could lead to the employee not enrolling at all and missing the opportunity to achieve their retirement goals. For employers, navigating the regulatory environment for employer-sponsored plans can be a challenge. As a fiduciary to the plan, you are required to act in the best interest of your participants. How do you design a plan, monitor the investments, and benchmark your fees and resources? The truth is, you need a trusted advisor that understands the requirements of ERISA, DOL, and the IRS. I help employers implement and manage their workplace retirement plans so they can focus on their business. I help companies create a documented due diligence process, establish retirement plans, and increase participation, all while making sure the plan truly reflects the culture of the company. When you love what you do, it shows. For me, it’s engaging your employees in the retirement planning process and conducting employee education in a way that is easy to understand. The emotional reward I receive when employees come up to me after a meeting and say, “I get it now”, that’s what drives me every day. Every business is unique so your retirement plan should reflect your culture and brand. If you are interested in learning how we can provide your employees with the tools to pursue financial security in retirement, let’s chat!