SERVICE AREAS:  Retirement Plan Consulting, Design and Administration, Retirement Plan Fiduciary Consulting, Retirement Plan Participant Education / Communication, Retirement Plan Investment Advisory Services, Cafeteria Plan Design

Gerald directs the Retirement Plan Services area for Rehmann Financial and is located in our Farmington Hills office.

Since 1984, Gerald has provided retirement plan strategies to industries ranging from professional services to manufacturing, and from one-person firms to organizations with over 1,500 employees. His scope of services has taken him from plan design through annual administration to the plan termination process. Gerald combines his strong technical skills with a solid set of communication skills to deliver the high level of service needed in today’s business environment. In 2002, Gerald was voted by the DCP Institute as one of 300 Most Influential Advisors in the Defined Contribution Market.  He has also been quoted in Employee Benefits News.

Prior to joining Retirement Plan Services, Gerald worked in the tax department of Rehmann and practiced extensively in the Federal Tax area.

He has also earned his designations as a Certified Public Accountant, a Certified Employee Benefit Specialist, and Accredited Investment Fiduciary Analyst™.  He holds an Accident, Health and Life Insurance license and is an Investment Advisor Representative.

Advisory services offered through Rehmann Financial, a Registered Investment Advisor.

Fixed and/or Traditional Insurance Services offered through Rehmann Insurance Group.  Rehmann Insurance Group is not affiliated with Royal Alliance Associates, Inc or registered as a broker-dealer or investment advisor.