Lindsay Luketic, CRPS®, CPFA® will lead the September meeting discussing the topic of HR Managing Retirement Plans.
Lindsay serves as Vice President and Director of Relationship Management for Advo(k)ate Advisors, LLC. She leads client service and retirement plan support, working closely with plan sponsors on benchmarking, participant education, investment analysis, plan implementation, mergers and acquisitions, and ongoing retirement plan administration.
Lindsay holds a Bachelor of Science in Business Administration from Birmingham-Southern College with a minor in Economics. She is a Chartered Retirement Plan Specialist (CRPS®) and Certified Plan Fiduciary Advisor (CPFA®).
info@washrm.com | P.O. Box 20297, Tuscaloosa, AL 35403
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