Jerome Pfeffer

Jerome Pfeffer has 27 years of experience managing assets for institutions and individuals, assistance designing qualified 403(b), 401(k), 457(b) plans and non-qualified retirement plans for the medical field, non-profit hospitals, and charitable organizations. Jerome helps plan sponsors develop plan designs to meet the organization’s goals, establish relevant benchmarks, analyze plan metrics including employee behavior, investment selection, plan design, fee structure, and service expectations, monitor participation, deferral, and diversification in the plan, and annually report data against relevant benchmarks.

Jerome holds a Series 7 securities registration with LPL Financial, a Series 65 registration with Global Retirement Partners and is an Accredited Investment Fiduciary (AIF), Professional Plan Consultant (PPC), and a Certified Retirement Counselor (CRC).