PlanScope360™ Team
The PlanScope360™ team brings deep retirement plan industry experience across many disciplines. Regardless of your Governmental plan type or dynamics, the team can deliver solutions that benefit plan participants and simplify plan oversight.
Al Otto
National Director
Plan Governance Solutions
Rob Mclean
Chief Governance Officer
Retirement Plan Services
Amy Simonson
Vice President
Finance and Operations
Jae Di Lorenzo
Director
Participant Engagement
Ellen Bailey
Financial Advisor, CFP®
Sean McGill
Vice President
Director of Advisor Services
Gordon T. Wegwart
President and Chief Investment Officer
Verity Asset Management
Jeff Munsey
Vice President
Chief Information Officer
PlanScope360™ Advisory Board
Increase plan engagement, grow enrollments, and adopt industry
best practices for you and your plan.
Speak with a member of our team to learn what we can do for you