Wendy Eldridge

About Wendy Eldridge

Never worry about numbers. Help one person at a time and always start with the person…

Experience

1. Retirement Plan Advisor

   Carnegie Investment Counsel

   Jul 2024 — Present · Cleveland, OH, US

   As a retirement plan advisor, I specialize in the design and implementation of plans tailored to meet the unique needs of businesses and their employees. I work with plan sponsors to create custom programs from our suite of services including fiduciary support, vendor management, plan effectiveness, fee analysis and benchmarking, investment due diligence, and personalized education. With decades of experience, I help companies navigate the complexities involved in maintaining a retirement plan and achieve long-term success.I work with small and mid-sized companies, stepping in to act as their specialized 401(k) department. From liability and compliance to employee education and engagement, they know Carnegie is the only call they need to make. Our clients trust us to not only understand the nuances of today’s retirement landscape but also to guide them with objective, transparent, and personalized advice. My approach starts with conversations aimed at surfacing committee member goals and identifying priorities. Whether it’s increasing participation rates or improving contribution levels, my clients are deeply invested in their plans and their people. With open-ended questions and detail-oriented persistence, I uncover what truly matters, to ensure each plan is effective, compliant, and impactful for the people it is intended to serve.I’m invested in bringing each employee along for the journey. Every dollar an individual sets aside for retirement and every conversation that helps them get there has the potential to change their life. I believe in meeting people where they are, empowering them to take that first step, no matter how small. When employees feel supported and educated, organizational culture improves, and businesses thrive.The right retirement plan can make a lasting difference, for your employees and your business. If you’re looking for a teammate as invested in your success as you are, let’s connect.(216) 9••••••••@carnegieinvest.com

Education

• Kent State University

  Master of Business Administration - MBA, Marketing and Finance

  1993 — 1994

• Bowling Green State University

  Bachelor of Science in Business Administration - BSBA, Business, Management, Marketing, and Related Support Services

  1989 — 1993