Amanda Thurman Joins Rebalance as Vice President, Retirement Services Expanding Firm’s Footprint in the Small Business Retirement Savings Marketplace
Bethesda, MD – October 6, 2020 – Rebalance, a mission-driven, award-winning investment firm committed to offering premium retirement investment plans to small business owners and their employees, has announced the addition of Amanda Thurman to the team as Vice President, Retirement Services.
In her role as Vice President, Retirement Services, Amanda will be an integral part of the team responsible for growing Rebalance’s small business retirement services programs. The company’s flagship retirement product, Better K, was designed to dramatically improve 401(k) options for small business owners and their employees. Amanda will work directly with small business owners realize their 401(k) plan potential and ensure their employees receive the right retirement benefits.
“With nearly a decade of experience, Amanda Thurman is incredibly knowledgeable about the retirement services industry and is the ideal candidate to help Rebalance grow our Better K business,” said Rebalance Managing Director Scott Puritz. “We look forward to continuing to grow the portfolio of small businesses who rely on us for fundamentally different and better investment options.”
Amanda brings nearly a decade of unique retirement service experience to her position at Rebalance. She comes to Rebalance from Paychex, a leading provider of payroll, HR, retirement, and insurance services. In her role as Regional Retirement Sales Representative, Amanda built and sustained relationships with small business owners. She finished in the top five percent of her peers year over year with regards to revenue and client retention and designed over 1,000 retirement plans.
“In a short time, Rebalance has developed a reputation for innovation in the small business retirement services industry” said Thurman. “I look forward to joining the team and applying my extensive industry experience to help small businesses improve their employee retirement benefits.”
Amanda has a masters degree in mathematics, and is well-equipped to help business owners find a plan that works for their company within their budget. When she isn’t building relationships and crafting retirement plan designs, you can find San Diego-based Amanda at the beach. She enjoys stand-up paddle boarding, scuba diving, wake surfing and kayaking.
Rebalance is a mission-driven, award-winning investment firm committed to offering premium, fiduciary wealth management services to everyday investors. The firm is at the forefront of providing consumers with a fundamentally different and better set of investment options: lower costs, endowment-quality globally diversified investment portfolios, and systematic rebalancing.
The Rebalance Investment Committee is anchored by three of the most respected experts in the finance world: Burt Malkiel, the world-renowned Senior Economist at Princeton University and author of “A Random Walk Down Wall Street”; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide.
Rebalance is headquartered in Palo Alto, CA and Bethesda, MD and currently manages more than 600 clients with more than $750 million in financial assets. In 2018, Rebalance was honored by Schwab’s 2018 Pacesetter IMPACT Award™ for Innovation and Growth.