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Steve Scott, Managing Partner |
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Steve is the Managing Partner of an independent retirement plan and financial advisory consulting firm, called Retirement Solution Group. Steve has over 15 years of experience in the retirement plan and financial services arena both on the vendor (Manulife Financial, John Hancock and State Street Global Advisors) and direct consulting side. Steve has consulted on some of the largest Plans in America, including: Boeing, Kodak, Chevron, State of Michigan, 3Com and others. This large market experience has allowed Steve and his partners to build a service model within Retirement Solution Group which parallels that offered to Fortune 500 companies.
Steve is active within the retirement plan community by participating in study groups, attending numerous industry conferences and consulting with other advisors and companies regarding trends and best practices with the retirement services arena. Currently RSG administers over 300 plans and actively advise on the benefits for more than 4500 participants. He has spoken at the mid-size pension conference, Lorman’s education, CFDD and other professional organizations.
As a graduate of Emerson College where he earned a Master of Science in Communication Studies and a BSSP in Communication Politics and Law, the art of effective communication has been a focus throughout Steve’s academic and professional life. He and his wife Christie spend their time with their children Mya and Sam, and share a love for travel.
steve@retirementsolutiongroup.com
866.352.7731 ext. 21 |
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Scott Emering, Partner and Director of TPA Services |
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Scott Emering has over 10 years of experience in management consulting with a focus on Strategy and Operations. Prior to joining TEC, he worked Fortune 500 clients including Kraft Foods, as a consulting services manager for Ernst and Young LLP. More recently, he helped to grow ZoneTrader.com as a Strategic Account Manager working closely with Ford Motor Company.
Mr. Emering received his Masters in Business Administration with a concentration in Strategy from the University of Michigan. He received his Bachelor of Science in General Engineering from the University of Illinois.
Scott is a native of Chicago and he and his wife Dana enjoy their son Ryan, the Bears, boating and praying for an end to the Cub’s plight.
scott@retirementsolutiongroup.com
866.352.7731 ext. 11 |
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Edward J. Emering, FSPA, MAAA, EA |
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With more than 25 years of professional consulting experience, Edward J. Emering is nationally recognized for his extensive knowledge in the actuarial, employee benefit and executive compensation areas. As the founder of the RSG sister company, the Emering Companies, Ed brings substantial experience to RSG. A frequent lecturer and author, Mr. Emering has written numerous professional articles, including those published in the Harvard Business Review, the Financial Executive and the Practical Accountant. He has also authored five books.
Mr. Emering is an Enrolled Actuary under ERISA, a member of the American Academy of Actuaries and a Fellow of the American Society of Pension Actuaries. He is a graduate of Seton Hall University, the University of Utah and DePaul University with degrees in Economics, Business Administration and Taxation. Mr. Emering also has served on the editorial boards of the Journal of Pension Planning Compliance and Compensation and Benefits Management magazines.
edward@retirementsolutiongroup.com
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Cynthia E. Baldwin, FSA, MSPA, EA |
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Ms. Baldwin has more than 20 years of experience in design, implementation and administration of defined benefit pension plans. An Enrolled Actuary under ERISA, a Fellow of the Society of Actuaries and a member of the American Society of Pension Actuaries, Ms. Baldwin is a magna cum laude graduate of Brown University with a degree in applied mathematics. Prior to joining the firm, she has held senior actuarial positions in a number of major firms, including Milliman & Robertson and Price Waterhouse.
cynthia@retirementsolutiongroup.com
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Christie Cheng Scott, Relationship Manager |
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Christie has over 10 years of retirement plan investment industry experience. She began her career in Toronto, Canada at Manulife Financial and has extensive knowledge of each corner of the business ranging from Client Services, New Business Conversion, Employee Education and Training, Plan Administration and Client Retention. She holds a Series 7 and Life and Health License.
A graduate of the University of Toronto, Christie maintains strong ties to Canada where the majority of her family resides.
christie@retirementsolutiongroup.com
866.352.7731 ext. 31 |
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Julie Yanez, Pension Administrator |
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Julie has been working in the pension field since 1991. Her 16 years of experience covers a wide range of consulting activities, including actuarial valuations and reports, preparation of IRS Form 5500 and required schedules, FASB 87 and 132 calculations, and a variety of services for administering Defined Contribution Plans. She earned a B.S. in Mathematics from Eastern Illinois University with a Minor in Business Administration. Her consulting philosophy is "to approach each client's needs individually and to provide completely personalized service". Julie holds the Certified Employee Benefits Specialist designation and is currently pursuing the Enrolled Actuary and Qualified Pension Administrator designations.
Julie is a native of Chicago and currently lives three blocks from the famous Wrigley Field. She hopes that her young son Parker will one day see the Cubs finally win the World Series.
julie@retirementsolutiongroup.com
866.352.7731 ext. 15 |
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Elvia Sanchez, Relationship Manager |
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Elvia has over 10 years of retirement plan investment industry experience.She began her career in Chicago at John Hancock, where she held various positions: Sales Administrator, Sales Coordinator and Retirement Plan Sales Associate. She supported territories including Alaska, California, Hawaii, Illinois, Iowa and Washington. Her knowledge in the retirement industry are broad and covers sales, plan administration, employee education, client services and retention.
Elvia attended San Diego State University and majored in Psychology and holds a Series 6, 63 and Life and Health License. She and her husband have now entered the wonderful world of being first time parents to a beautiful little girl. They enjoy traveling and spending time with family and friends.
elvia@retirementsolutiongroup.com
866.352.7731 ext. 41 |
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Bob Kibble, Benefits Consultant |
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Bob Kibble is a fairly new to RSG, but brings a large amount of ambition, commitment to quality, and attention to detail. Bob's role at RSG includes distribution processing, client census data entry and analysis, and financial data reconciliation. Bob has gained experience in compliance testing and 5500 reporting, specializing in benefit calculations.
Bob is a recent graduate of the University of Illinois at Urbana-Champaign, majoring in Actuarial Science. He is an avid Illini fan, as well as all the Chicago sports teams....except of course, the White Sox.
bob@retirementsolutiongroup.com
866.352.7731 ext. 16 |
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Ian Emering, Associate |
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Ian is involved with the assistance and coordination in the Third Party Administration of retirement plans. More specifically, this involves dealing personally with participants and face to face meetings with clients. Also, his work includes coordinating efforts between plan sponsors, participants, and providers to create and maintain retirement plans. Duties also include assisting with Loans & Withdrawals as well as compliance and clerical work.
Mr. Emering is a senior at DePaul University. He is currently majoring in Finance with a minor in Economics.
Ian is from the Chicagoland area, and has a broad range of family members that are involved in the TPA industries in several different capacities.
ian@retirementsolutiongroup.com
866.352.7731 ext. 14 |
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Dawn Vazquez, Associate |
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Dawn Vazquez is new to the field of retirement planning but she is not new to hard work. She sports a willingness to learn and provides customer service with a smile. These are the attributes that Steven Scott and Christie Cheng saw in Dawn and felt she would be a perfect fit for the Retirement Solution Group. Beginning this new phase of her career, Dawn brings with her an enthusiasm for helping people. As native Cape Codder she is looking forward to shaking the sand out of her shoes and learning everything she can about the "Windy City" and what RSG has to offer. Dawn's hobbies include creative baking, pet sitting and helping people.
dawn@retirementsolutiongroup.com
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