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Deals & People January 7, 2013
ERISA Fiduciary Hires Client Services Director
Jorge
Martinez-Fonts joined ERISA Fiduciary Advisors (EFA) as director of client services.
Reported by Rebecca Moore
Martinez-Fonts will focus on developing and implementing EFA’s education and participant advice program. “The addition of Jorge to our staff will ensure that more participants have the ability to meet individually for advice as well as to have their retirement plan questions answered both in English and Spanish,” said Tom Bastin, founder of EFA.
Martinez-Fonts brings more than three decades of retirement plan experience to the EFA team. His past experience comes from Principal Financial Group and StanCorp Equities, Inc.