Basse has 16 years of experience in the retirement services industry across roles that have focused on helping plan sponsors provide more robust retirement plans for their employees. He has also worked directly with participants to ensure they understand and take advantage of retirement plan features.
Before joining Cornerstone Retirement Advisors, Basse worked as a mid-market client relationship manager for the New England territory at Great-West Retirement Services, where he serviced 401(k) clients with plan assets ranging up to $45 million. Previously, he worked at Principal Financial Group as a 401(k) account executive and, prior to that, held positions at Putnam Investments in defined contribution plan operations, conversions, and participant services.
Jim Sampson, managing principal of Cornerstone Retirement Advisors, says Basse will also be called upon to advocate for the firm’s corporate clients and represent their employees’ best interests.
Based in Warwick, Rhode Island, Cornerstone Retirement Advisors provides retirement plan consulting and advisory services for small- and mid-sized companies’ 401(k), 403(b) and profit-sharing plans.