Business Retirement Plans

Assess your company benefits and get fiduciary recommendations on plan design and implementation. Retain talent with effective retirement plan solutions and ongoing education, including group and one on-one employee counseling.

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Plan Design to Employee Counseling

Business Retirement Plans Team

Tammie L. Bernard, Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors

Tammie L. Bernard

Tammie L. Bernard is a Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors, based out of our Hermitage office.

Ted Rhinehart, AIF®, CPFA, QKA, Business Retirement Plan & Institutional Director/Advisor at JFS Wealth Advisors

Ted Rhinehart, AIF®, CPFA, QKA

Ted Rhinehart is Retirement Plan & Institutional Director/Advisor at JFS Wealth Advisors, based out of Doylestown.

Jessica Grimes, Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors

Jessica Grimes

Jessica Grimes is a Retirement Plan, Institutional Support Specialist for JFS Wealth Advisors, based out of our Hermitage office.

Rob Willis, Retirement Plan Advisor at JFS Wealth Advisors

Rob Willis, AIF®, CIMA®

Rob Willis, AIF®, CIMA® is a Retirement Plan & Institutional Advisor for JFS Wealth Advisors, based out of our Pittsburgh office.

Business Retirement Plans Insights

In the Media

Robert Jazwinski discusses Pennsylvania’s Keystone Saves Program in article for PICPA

March 18, 2024

SECURE 2.0 Offers New Incentives for Small Businesses

Insights

SECURE 2.0 Offers New Incentives for Small Businesses

June 22, 2023

IMHO: The Role of Benefits in Employee Retention

Insights

IMHO: The Role of Benefits in Employee Retention

September 7, 2022

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Tax

Navigate the complex financial landscape faced by business owners and executives.

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