George is a Senior Consultant with Pentegra Retirement Services, responsible for providing plan consulting services to Pentegra’s national client base. As a senior member of our Client Service Group, George works with clients to develop effective plan design and benefit compensation strategies, manage plan level modifications and build employee awareness and appreciation for retirement programs.
As part of our client visitation program, George regularly meets with our clients to conduct annual plan reviews, enrollment and participant education meetings, and is a regular speaker on various retirement topics at industry conferences and events.
George joined Pentegra in 2003 and has more than 27 years of experience in the retirement benefits industry. His prior experience included internal managerial functions and client relationship management for a major insurance company, along with bank-sponsored Employee Benefit Trusts. His scope of expertise covers all facets of plan design administrative, and compliance functions for defined benefit and defined contribution program disciplines.
George is a graduate of the University of Connecticut, where he earned Bachelor of Arts degree in Liberal Arts & Science.View Topics →