Client Relationship Consultant


Chelsea Newton has been in the retirement industry, specifically working on retirement plans, for nearly nine years. She works with Investment Consultant, Todd Schlappi, to provide support on the day-to-day needs of their clients, coordinating administrative and operational plan services. Chelsea acts as the liaison between their clients and recordkeepers, discussing plan design changes, analyzing compliance testing and monitoring compliance deadlines. Chelsea is passionate about helping her clients maintain a retirement program that enables their employees to build a secure foundation for their eventual retirement.