As consultant in Cammack Retirement’s New England office, Rebecca works with the retirement team providing one-on-one employee education, helping employees to properly diversify their portfolios and supporting periodic team consulting projects.
Rebecca has worked with Cammack Retirement in the defined contribution field for over 30 years, with a special focus on ERISA 403(b) plans. Previously, she served as a Vice President, Technical Director and an Account Manager, and has extensive experience in retirement education, employee communication and retirement plan compliance. She has presented at many client and industry association seminars on matters of defined contribution plan regulatory changes. Rebecca received a bachelor's degree from Boston College
- Securities and investment licenses: Series 6, 63, and 65 registrations
- Insurance licenses in multiple states
- Certified Employee Benefit Specialist (CEBS) designation