ASAE Retirement Trust

Re-envisioning the future.

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About us

About the ASAE 401(k) Retirement Program

ASAE is committed to providing truly exceptional offerings, services, and essential tools that make you and your organization more successful. That’s why we have examined the retirement marketplace, done careful due diligence, and assembled a team of retirement industry experts to deliver the ASAE 401(k) Retirement Program to include valuable services at competitive prices.

 

Our Team

ASAE Retirement Trust Committee

As the Discretionary Trustee of the Group Trust, the ASAE Retirement Trust Committee takes on the role of the named fiduciary responsible for management of the Group Trust assets, hiring third party providers, ensuring plan fees are reasonable, and ensuring compliance with DOL regulations. Each member of the ASAE Retirement Trust Committee brings unique and essential background and expertise to the table and collectively the group has over 240 years of experience in association management, financial services, and in design and delivery of benefit programs.


Betsy Piper/Bach
Betsy Piper/Bach,
JD, CFP ®, CIMA ®
Chair

202.626.2702
bpiperbach@asaecenter.org

Heidi Robey
Heidi Robey

202.626.2779
hrobey@asaecenter.org

Robert Skelton
Robert Skelton,
CAE

202.626.2790
rskelton@asaecenter.org

George M. Morvis
George M. Morvis

630.724.8116
george@financialshares.com

Deborah Stevens
Deborah Stevens, QKA

202.626.2839
dstevens@asaecenter.org

Sean Walters
Sean Walters, CAE

303.850.3090
swalters@i-w.org

Empower Retirement

Empower Logo

As the recordkeeper and custodian of the program, Empower Retirement provides the interface for the Plan Sponsor and Participants through state-of-the-art technology and engagement tools to further retirement readiness.

Empower Retirement is the second largest retirement services provider in the United States and has won numerous awards for their level of service and participant education. Empower imagines a better future in which working Americans can replace their working income – for life.

Empower serves more than 38,000 plans representing over 9 million participant accounts and more than $570 billion in retirement plan assets.

They are singularly focused on retirement, with expertise across all plan types, company sizes, and market segments, providing an award-winning, dedicated service team to give individualized attention to your plan as well as recordkeeping services.


Pensionmark

Pensionmark Logo

As the 3(38) Investment Manager, Pensionmark provides independent investment selection, monitoring, and replacement in accordance with a fully designed investment policy statement, as well as a total cost analysis of all fees and expenses related to our plan.

Pensionmark Financial Group is an independently owned and operated investment advisory firm. Since 1988, Pensionmark has grown to be one of the nation’s leading retirement plan advisory firms, serving thousands of clients – many in the not-for-profit community for reserve accounts and retirement plans. Pensionmark serves over 3,000 retirement plans in 50 locations with 250 advisors and staff.

As of December 31, 2017, the Pensionmark network of advisors and firms collectively provides support to over $32.6 billion in assets across a variety of channels including investment management, actuarial, third party administration, recordkeeping and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $12.7 billion.