LAMCO Advisory Services is pleased to introduce that Lauren Bloom has joined our team as a Client Development Director.
She joins LAMCO Advisory Services with over 20 years of Retirement Plan experience working with both 401(k) and 403(b) Plans. Ms. Bloom specializes in Fiduciary Responsibilities as they relate to the plan- identifying who at the company is a Fiduciary and ensure they are aware of, and meeting, their Fiduciary responsibilities regarding their retirement plans. This includes drafting Investment Policy Statements, conducting independent investment reviews and providing an employee education strategy to ensure all employees are using the plan to properly prepare for their retirement.
Prior to joining LAMCO, she worked at Fidelity Investments, MassMutual Retirement Services as well as a leading Retirement Plan Advisor in Boston. She is a graduate of the University of Massachusetts, Amherst.
Please contact Lauren if you would like to receive a complimentary investment or fee review and/or have any questions on how LAMCO Advisory Services can be of assistance to you in managing your plan.
Lauren Bloom 407-585-1171 firstname.lastname@example.org