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Client Relationship Consultant



Chelsea Newton boasts nearly a decade of experience in the retirement industry, with a specialized focus on employer-sponsored retirement plans. Collaborating seamlessly with Investment Consultants Todd Schlappi and Angela Talbot, Chelsea plays a pivotal role in ensuring the optimal functioning of these plans by addressing clients' day-to-day requirements and orchestrating administrative and operational services.

As a dedicated liaison, Chelsea facilitates communication among clients, recordkeepers, and TPAs. Her responsibilities encompass engaging in strategic discussions about plan design modifications, conducting thorough analyses of compliance testing, and diligently monitoring compliance deadlines. Through her expertise and commitment, Chelsea strives to empower clients in maintaining robust retirement programs that establish a secure foundation for their employees' eventual retirement years. Passionate about the well-being of her clients, Chelsea is dedicated to delivering unparalleled support in navigating the complexities of the retirement landscape.

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