A Retirement Program Specialist in your area personally handles your membership during the first year.
Your Retirement Program Specialist offers you and your staff advice on which Plan may work best for you and your practice. They help you answer questions like:
- What responsibilities does the plan sponsor have?
- How does your Plan work and who is eligible and when?
- How much can I contribute this year?
- What is the difference between a Defined Benefit Plan and a Defined Contribution Plan?
- Do the Employees choose their own investments?
- How does an investor know what each fund is investing in?
- Is there a cost to becoming a Guild member?
- What makes the Guild different than all the other financial institutions out there?
Layla Shirazi
Northern California
Retirement Program Specialist
lshirazi@cadentistsguild.org
- Toll free:
- 800.851.0008
- Phone:
- 415.434.9021
- Fax:
- 415.434.9011
Joanna Alvarez
Southern California
Retirement Program Specialist
jalvarez@cadentistsguild.org
- Phone:
- 909.263.1267
- Fax:
- 909.622-4444
Jodi Lahmann
San Diego
Retirement Program Specialist
jlahmann@cadentistsguild.org
- Phone:
- 619.587.3033
- Fax:
- 858.461.0354
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