Jacob is the Director of Retirement Solutions at AndCo. He specializes in providing fiduciary oversight and helping create customized solutions for defined contribution and deferred compensation clients including 457(b), 401(a), 401(k) and 403(b) plan types. He also assists clients with overall plan design, vendor evaluation projects and total plan cost analysis.
Jacob also serves on the firm’s Investment Committee which defines the investment philosophy of the firm as well as the policy for investment related topics, adds a check and balance to the research group and provides feedback on investment oriented topics and client related deliverables. Jacob is a frequent speaker at educational and industry conferences and actively participates on various related Committees.
He has spent his entire career in the retirement industry and brings a unique perspective to his clients with prior experience including participant level education, corporate strategy and business development. Prior to joining AndCo he held positions at Mercer and Wachovia (now Wells Fargo).