Stacey L. Tucker, AIF®, AIFA®
Stacey Tucker is the managing partner of CecilCo 401(k) Managed Solutions. Joining the company in 1986, she 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."
Stacey is often a featured speaker on a variety of retirement and fiduciary subjects for employers, human resource professionals, accounting professionals and employees groups.
She also was recently selected as a delegate to represent the 401(k) industry with congressional leaders on capitol hill on matters of tax reform, fiduciary governance and the future of retirement plans.