Phil Webb, AIF®, CPFA

Vice President, Senior Plan Advisor

Phil Webb has been assisting companies in the retirement plan industry since 1994. His experience in the industry in roles of sales, service, and advisory oversight of corporate retirement plans gives him a unique skillset 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


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