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Retirement Plan Services

Navigating Excessive Fees in Retirement Plans: Why Sponsors Must Take a Proactive Approach

by Brad Ferguson

Retirement plan sponsors are the first, and most important, line of defense in providing employees with well-managed retirement savings plans.

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Rex Zamponi

Rex Zamponi is a Senior Property Tax Agent at SWBC. His goal is to help industrial and commercial businesses manage and mitigate their annual property tax liability by applying valuation methodologies and analyzing business characteristics for advantages per the statutory tax code. In addition to consultant duties, Rex also assists with new client acquisition and existing portfolio client service management.

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