Broker Check
 
Stacey L. Tucker, AIF®, AIFA®

Stacey L. Tucker, AIF®, AIFA®

Principal

Stacey Tucker joined CecilCo 401(k) Managed Solutions in 1986 and has been instrumental in helping design and guide our firm initiatives including all major service models. She is an Accredited Investment Fiduciary Analyst (AIFA®) through the Center for Fiduciary Studies, University of Pittsburgh - Joseph M. Katz Graduate School of Business as well as a licensed registered representative and Investment Advisor representative with Prospera Financial Services, Inc.

Stacey’s leadership has resulted in our company being recognized as an especially effective outsourcing solution to the otherwise burdening administrative processes often associated with plan sponsorship, Stacey plays an especially important role in helping CecilCo develop criteria to make sure each plan runs smoothly and all our client’s needs are met. Stacey focuses on multiple disciplines such as consulting with clients to navigate and understand their fiduciary responsibilities as well as orchestrating the “participant experience” for our clients’ employees and developing our “hand holding” approach to plan compliance.

"401(k)’s are about helping participants prepare for their financial future...our job is to make that as effective and painless as possible while minimizing the hassle of plan administration for their employers."

With over 30 years of experience, Stacey’s lasting contributions to the firm include high level oversight of the daily operations as well as proactive “trouble shooting” on many facets of our business which have helped assure our clients receive the highest level of consulting and assistance in every area of their plan.