Deborah Stiger

Background

About Deborah Stiger

I’m fortunate to have a career centered around my lifelong passion: empowering individuals to make financial decisions that lead to successful outcomes, personally and professionally. Whether it’s presenting to a board of trustees on their legal obligations as investment stewards, or showing college students the impact of investing an extra $5 per day in lieu of buying a latte…I know that objective advice and informed decisions make all the difference. I work with business and institutional clients overseeing their investment strategy, along with design and optimization of defined benefit, defined contribution and other non-qualified deferred compensation plans. Our team of advisors helps organization leaders determine ideal investment options, allocations, plan design, service providers and employee education. Areas of focus: Business Retirement Planning: How engaged are your employees with your retirement benefit plan? Working together, we can help end financial stress—a leading cause of poor health and well-being—so employees can thrive positively in their role of contributing to your company’s success. Contact me for your complimentary investment fiduciary benchmarking report and plan diagnostic, which measures reasonableness in participation, performance, fees and utilization. Institutional Investment Planning: We educate board of directors/trustees on embracing consistent fiduciary prudence in their investment role. Our established onboarding process, stewardship education, investment philosophy training and detailed toolkit make for productive investment committee meetings and fiduciary protection. Specialties: • Retirement plan design and governance • Trustee/fiduciary/stewardship processes and training • Plan setup, mergers and terminations • Corporate and individual tax planning • Participant financial wellness and education training • Principles of long-term investing