CWM Retirement Plan Services, LLC
James Couture, ARP, CPFA, PPC™
PHONE: (508) 749-0350
With a passion for helping business owners through smart plan design Jim assists businesses with the structure, implementation and oversight of their employee and executive benefit plans. His goal is to help busy business owners attract, retain, and reward their best employees. As a business owner, Jim understands the long work nights and importance of stellar team players.
Michael Lemay, AIF®, PPC™
EXECUTIVE VICE PRESIDENT
DIRECTOR OF RETIREMENT PLAN SERVICES
PHONE: (508) 749-0352
How can you educate, motivate, and empower people to move to their goals? Well, from an early age, Michael knew he wanted to solve that question and help people work toward financial freedom. So, Michael worked to learn the ins and outs of the tax codes of retirement plans, so that he could provide his clients with objective, impartial guidance.
Elizabeth Gaskins, TPA
BPPC Plan Consultants
A Division of CWM Retirement Plan Services, LLC
PHONE: (413) 328-2704
Beth Gaskins is the Retirement Plan Administrator for the Firm. She has over 15 years of experience in retirement plan administration and has been with this firm since 2001. She attended Westfield State College and is currently taking the necessary examinations to obtain her credentials from the American Society of Pension Professionals & Actuaries (ASPPA).
SENIOR PLAN ADMINISTRATOR
PHONE: (508) 749-0353
Beth LoConto joined CWM Retirement Plan Services as a Senior Plan Administrator in January 2020. Beth has over 30 years of experience in the retirement planning industry, working in all areas of plan administration, from new business implementation to plan termination and everything in between.
Stephen Dilanian, CPFA
PHONE: (508) 749-3666
Steve specializes in areas of corporate and small business retirement plan consulting. He assists on plan design as well as the ongoing support to provide independent, objective advice that businesses need to effectively run their retirement plans. Through helping to increase tax deductions, helping to stay in compliance with the IRS and Department of Labor, and working to reduce the fee structures of the plan, Steve allows the plan sponsor to limit his/her personal liability and to ultimately run a focused and purposeful plan.
PHONE: (508) 749-0355
Bernadette has worked in the retirement industry as both plan administrator and plan design specialist over 20 years. Bernadette has been through 3 Restatements, GUST, EGTRRA and PPA and lived to tell about it.
PHONE: (508) 749-0359
Yvette joined CWM Retirement Plan Services in 2018, bringing with her more than 25 years of experience in Retirement Plan Operations and New Business Implementation, across both large banks and mutual fund environments.
We support businesses by offering accurate, customized, and creative
retirement plan administration.
We understand where your plan is today and make recommendations
that will improve the efficiency of your plan design tomorrow.
MEET YOUR FRIENDLY SUPPORT TEAM