FINRA's BrokerCheck

Gerald Wernette - Rehmann


Gerald Wernette | CPA, CEBS, AIFA®, C(k)P™ | Principal, Director, Rehmann Retirement Builders

Farmington Hills, MI | 248.579.1163 | Email | LinkedIn
Video Introduction


BS, accounting
Central Michigan University


American Institute of Certified Public Accountants

International Society of Certified Employee Benefit Specialists, former chairman Detroit area chapter

Michigan Association of Certified Public Accountants, former chairman employee benefits committee

Center for Fiduciary Studies

401(k) Coach Program

Founding lecturer for The Retirement Advisor University, UCLA Anderson School of Management Executive Education

American Society of Pension Professionals & Actuaries

National Association of Plan Advisors, government affairs committee

Member of Thomson Reuters Expert Witness Services

Service Areas | Retirement plan consulting, design and administration, retirement plan fiduciary consulting, retirement plan participant education and communication, retirement plan investment advisory services, cafeteria plan design

Gerald directs the consulting services area for Rehmann Retirement Builders and is based 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 2010, Gerald was voted by the DCP Institute as one of 300 Most Influential Advisors in the Defined Contribution Market. In 2011, Gerald was voted by The 401k Wire as one of the 60 Most Influential Advisors in the Defined Contribution Market. He has been quoted extensively in the news media, including Financial Advisor Magazine, US News & World Report, and Investment News.

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

Gerald has earned his designations as a Certified Public Accountant, a Certified Employee Benefit Specialist, Accredited Investment Fiduciary Analyst™ and Certified 401(k) Professional. He holds an Accident, Health and Life Insurance license and is an Investment Advisor Representative.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

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.

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