When Carol got her first job 35 years ago, she worked at Omaha’s Henry Doorly Zoo, making $1 an hour. Things have really changed since that time!
In the intervening years, Carol garnered over 20 years of management experience with a comprehensive background in Qualified Retirement Plans that spans more than 30 years. Her background encompasses plan design, administration, compliance and problem resolution. This experience, plus her many years working in the defined contribution arena, gives Carol and her team an advantage that many other companies don’t have. She is able to analyze a client’s situation and employee demographics and create customized answers that best serve the client’s needs.
At SilverStone Group, the Investment Team is focused on finding solutions for complex retirement issues. Carol understands the “whole picture,” including investment guidelines, prototype plan documents and employee communications. This knowledge is invaluable when a recordkeeping and/or investment conversion to a new provider is desired. When you combine this knowledge with her expertise in plan design and qualified plan administration, and add in her commitment to one-on-one personal service, you have a powerful resource that our clients have come to rely on.
e-mail: firstname.lastname@example.org | phone: 402.964.5495 | fax: 402.963.4084