Phil Webb
Vice President, Senior Plan Advisor
Phil Webb has more than 19 years of experience at several leading companies in the retirement plan industry. His experience in the industry in roles of sales, service and advisory oversight of corporate retirement plans, gives him a unique skill-set for serving as an advocate for plan sponsors. Phil provides expertise in:
- Participant behavior
- ERISA fiduciary compliance
- Investment selection and monitoring
- Plan design
- Fee disclosure/408(b) 2 analysis
- Service provider oversight