Retirement Plan Advisors
Fragasso Retirement Plan Advisors focuses exclusively on employer-sponsored retirement plans. We deliver comprehensive plan objectives. As a fiduciary consultant, the guidance that we provide to plan participants and sponsors takes a complex world and it makes it easy to understand.
Our retirement plan clients achieve their strategic goals with Fragasso's help as together we keep both the company's and the participant's priorities in balance. You may think other firms do this too. So what makes us different?
Retirement plan sponsors have a tremendous responsibility to provide their employees with a retirement plan that maximizes the benefit to the participants while at the same time working efficiently for the company as a whole.
Fragasso Retirement Plan Advisors specializes in delivering comprehensive retirement plan services to assist plan sponsors in meeting their goals and objectives. We are a registered investment advisor. That means we adhere to a fiduciary standard of care requiring us to service the client’s best interests at all time. We select appropriate investments through quantitative and qualitative research and then blend the selected investments to achieve an appropriate risk/return profile for your goals and risk comfort. We assist with the selection of appropriate investments through quantitative and qualitative research and then blend the selected investments to achieve an appropriate asset class/fund selection. Your plan receives the benefit of our on-going management expertise, including quarterly reporting. (Registration does not imply a certain level of skill or training, nor any regulatory endorsement or approval of our investment advisory services.)
As a fiduciary consultant, the guidance that we provide to plan participants and sponsors takes a complex industry and makes it easier to understand, without concern for proprietary products or guidance that does not fit your organization’s goals.
Behavior-Based Employee Education
More than one in four employees has reported that issues with personal finances have been a distraction at work. 39% say they spend three hours or more per week thinking about or dealing with issues related to their personal finances.1
We firmly believe informed employees make better decisions and have a better chance at achieving their personal financial goals. That often translates into employees who are more productive in the workplace. So we take a behavioral approach to educating your workforce, analyzing your employees’ savings and investing behaviors in order to customize our enrollment and education process to fit their unique needs.
12014 PCW Employee Financial Wellness Survey
Total Plan Management Approach
We believe in total plan management, which involves five key components:
1 Plan Design Consulting
Professional advice across plan design and implementation that addresses both qualified and non-qualified programs providing advice on product and plan trends.
2 Plan Expense Analysis
Periodic reviews to ensure investment related fees, compensation and plan expenses are fair and reasonable for the service levels provided.
3 Investment Selection and Review
Total flexibility to choose and monitor the investments that look to maximize return while minimizing risk with unbiased recommendations to enable sound choices.
4 Participant Education
Establish personalized and on-going education strategy, tailored toward plan objectives and based upon employee needs.
5 Fiduciary Review
Initial and on-going process of reviewing the organizations effectiveness in meeting its fiduciary responsibilities. Evaluates risk and establishes a procedural framework.
- Is the design of your plan aligned with established goals?
- Have you benchmarked your retirement plan fees?
- Do you have continual investment review?
- Do you have ongoing, engaging employee retirement plan education?
- Do you have a fiduciary in place for your retirement plan?
If you are unsure of the answers to any of these questions, contact us today.
Advisors Who Know Retirement Plans
Our Retirement Plan Advisors staff has the knowledge and experience needed to guide our retirement plan clients toward their strategic goals. Our role is to ensure you are able to focus your efforts on running your business, rather than fielding questions from employees on how to invest and worrying whether your company's plan is structure properly.
Retirement Plan Administrative Specialist
Phone - 412-227-3209
Email - firstname.lastname@example.org
After interning with Fragasso Retirement Plan Advisors for two years, Alexis accepted a full time position with the firm as a retirement account administrative specialist. In her role, Alexis administers client documentation and transactions while adhering to compliance and regulatory guidelines. She interacts with all departments and maintains relationships with clients. The importance of financial preparedness was a lesson Alexis was taught throughout her childhood, which has served as her inspiration to help others make informed financial decisions.
Alexis was born and raised just south of Pittsburgh in Peters Township. She earned her bachelor’s degree in finance, with a certificate in financial planning, from Ohio University. In her spare time, Alexis enjoys spending time with family, and she is a dedicated sports fan. Her favorite team is the Pittsburgh Penguins.
Robert Yelenovsky AIF®
Senior Vice President, Retirement Plan and Institutional Advisors
Phone - 412-227-3249
Email - email@example.com
"Once I started to focus on the retirement plan space, it became obvious just how little business owners knew about the many options available to them. I feel my role is to show them the possibilities."
Rob started at Fragasso in 2014 and manages the Retirement Plan Advisors Department. The team focuses on working with both businesses and organizations, utilizing plan design, advanced profit sharing methodology, defined benefit and non-qualified compensation strategies to help build and maintain effective retirement programs. He brings with him deep experience in retirement investment strategy, which clients find particularly helpful when analyzing their plans. Rob is qualified in this area, having started in the industry with a national third party administrator (T.P.A) and record-keeper where he specialized in providing 401(k) services to clients. Rob feels that the comprehensive holistic approach that Fragasso uses, including a centralized portfolio management approach across all accounts, a coordinated strategy and one point of contact, puts clients at ease.
Rob grew up in Mt. Washington and joined the Marine Corp at age 20. He traveled the world, living in Hawaii, Japan, Philippines and several states in the continental U.S. He studied literature and pre-law at both Lewis & Clark College and the University of Pittsburgh. He also attended the Community College of Allegheny County, studying business administration. In his spare time Rob enjoys competitive shooting, traveling to the Upper Peninsula, reading and writing and spending time with his wife, his two dogs, family and friends. He also serves on the board of directors for the Young Professionals in Energy.
Series 7, 66 & 31 securities licensed through LPL Financial
Accredited Investment Fiduciary®
Life Insurance, Fixed & Variable Annuity Licensed
Insurance licensed, Pennsylvania
Daniel Tatomir AIF®
Retirement Plan Relationship Manager
Phone - 412-227-3242
Email - firstname.lastname@example.org
"It’s always been most rewarding to know that, regardless of whether I'm screening mutual funds, leading education seminars or meeting individually with clients, I'm helping people work towards their financial and retirement goals."
Dan is a 15-year veteran of the financial services industry, serving Fragasso as our client relationship manager for the Retirement Plan Advisors Department. He works with existing retirement plan clients and participants to help them work towards their financial goals, serving as the main point of contact for plan trustees. Working with the Portfolio Management Department, he reviews each plan’s investment lineup to ensure they meet the criteria of the plan, making recommendations to change fund options as necessary. Dan also manages and implements participant communication for new and existing plans, including enrollment meetings and participant education presentations.
Dan is a native of Pittsburgh, growing up the South Hills where he currently resides with his wife and their three children. He earned his bachelor’s degree from the University of Pittsburgh with a dual major in business and economics. When he’s not in the office, Dan enjoys fly-fishing, hiking and following his beloved Pitt Panthers.
Series 7 and 63 registered through LPL Financial
Series 65 registered through Fragasso Financial Advisors
Insurance Licensed, Pennsylvania
Accredited Investment Fiduciary (AIF)
Find out how our approach can help you pursue your financial goals!
Whether you are thinking about adopting a retirement plan for your company or realize that a closer look at your current plan is prudent, Fragasso Retirement Plan Advisors can help. As a registered investment advisor with the ability to act as a co-fiduciary, we can assess your situation and objectively advise you on how to meet your organization's goals and objectives. (Registration does not imply a certain level of skill or training, nor any regulatory endorsement or approval of our investment advisory services.)