Frances Day

Frances is responsible for all day-to-day aspects for a retirement plan – handling participant questions, helping plan sponsors and financial advisors and working with investment platforms. Also included – filing government forms, calculating benefits, processing loans, distributions and benefits, preparing plan documents and amendments to keep the plans in compliance with regulations.

“One of my favorite responsibilities is helping our clients recognize the value of their retirement programs. I’ve also been the executrix for 5 estates, and it’s made me realize the importance of financial preparedness, which includes communicating and documenting your wishes.”

Frances has 1 son and “a loud, but friendly mutt named Roscoe.” She loves spending time with family, friends and traveling, and volunteers with the Sisters of St. Brigid and her church.

Hobbies – reading and traveling to the Caribbean and Europe.