Retirement Industry People Moves: Rebalance Hires Retirement Services Director
Wealth management firm Rebalance has added Nicole Cervi-McKeever as director of retirement services.
In the role, Cervi-McKeever works directly with Rebalance’s Better K small business 401(k) clients and is responsible for the entire 401(k) client lifecycle, serving as the daily point of contact for all Better K clients.
“Over the past year, our Better K business has grown exponentially, requiring us to increase the size of the team serving our small business 401(k) clients,” says Scott Puritz, managing director of Rebalance. “Given her extensive experience both in the retirement services industry and as a customer service professional, we know that Nicole will be a great addition to the team. We look forward to introducing her to all of our Better K clients and know that their day-to-day needs will be taken care of in her capable hands.”
Before joining Rebalance, Cervi-McKeever worked for five years at CBIZ, where she served as a plan administrator. In this role, she assisted in servicing close to 400 retirement plans and managed relationships with client plan sponsors, business owners, financial advisers and recordkeepers.
“I am passionate about providing a stellar customer service experience, which aligns perfectly with the mission of Better K,” says Cervi-McKeever.