Budros, Ruhlin & Roe Introduces Retirement Plan Services Team

COLUMBUS, Ohio--()--Columbus, Ohio based Budros, Ruhlin & Roe, Inc. announces the formalization of their Retirement Plan Services offering after serving retirement plan sponsors and participants for over 35 years. Applying the same fiduciary approach the firm employs with their wealth and investment management clients, Budros, Ruhlin & Roe’s Retirement Plan Services team works alongside plan sponsors and trustees to develop a clear road map for the implementation or transition and then management of qualified retirement plans.

“Given the current regulatory climate, our independent, fee-only, fiduciary approach to managing qualified retirement plans makes the most sense for our corporate clients and their employees”

“Retirement plans are the bedrock of America’s retirement savings,” said Eric Shisler, Vice President, Director of Research. “Our goal is to serve both plan participants and plan sponsors by offering our experience and knowledge to our corporate retirement plan clients.”

Budros, Ruhlin & Roe’s Retirement Plan Services team is comprised of three highly qualified individuals including Eric Shisler, CFA, AIF®, Vice President, Director of Research; Greg Apple, CRPS®, Business Development Specialist and Emily Zeller, CRPS®, Retirement Plan Services Associate. The team serves as a co-fiduciary with plan sponsors to evaluate plan design, select and monitor investment options, and educate plan participants—while minimizing conflicts of interest.

“Given the current regulatory climate, our independent, fee-only, fiduciary approach to managing qualified retirement plans makes the most sense for our corporate clients and their employees,” said Peggy Ruhlin, Chief Executive Officer.

To learn more about Budros, Ruhlin & Roe’s Retirement Plan Services, please visit: http://www.b-r-r.com/retirement-plan-services/.

About Budros, Ruhlin & Roe Inc.

Budros, Ruhlin & Roe, Inc. is a Columbus, Ohio based fee-only, independent wealth management firm, serving clients in a fiduciary capacity. The company culture emphasizes excellence in all areas of financial planning, portfolio management and retirement plan services. To learn more visit www.b-r-r.com.

Contacts

Budros, Ruhlin & Roe, Inc.
Kate Oster, +1 614-481-6900

Recent Stories

RSS feed for Budros, Ruhlin & Roe, Inc.