Certifications: QKA, CHSP
Scott DeCecchis joined Evensky & Katz/Foldes in May of 2024 as the Director of Retirement Plan Services. Scott specializes in supporting our clients with their defined contribution benefit plans ranging from plan design and onboarding to ongoing administrative assistance, guidance, compliance adherence and participant education.
A graduate from Thaddeus Stevens College of Technology with a degree in applied sciences he is a member of ASPPA with his (QKA®) certification with an additional (CHSP) certification through Ascensus. Prior to joining Evensky & Katz/Foldes, he spent the last decade working with company owners, HR representatives, advisor firms and TPAs on retirement plans.
A southeastern Pennsylvania native who lived in the northeast region for most of his life, he enjoys being outdoors, hiking and camping, playing disc golf, reading, boardgames, cooking and traveling.
If you’ve ever switched jobs (and most of us have), chances are you left a retirement account behind. Maybe you figured it’s best left untouched — or maybe you just forgot about it altogether. But rolling over your old 401(k) into your current employer’s plan or into an IRA might be one of the easiest…
As a sole proprietor, planning for your retirement is a crucial step in securing your financial future. You’re in control of your business, but you also need to be smart about how you save for the long term. The good news is that there are several retirement plan options available, each with unique benefits. Some…
For millions of Americans, 401(k) accounts are the cornerstone of retirement savings. A new proposal from the White House could expand what you can invest in—and potentially reshape your long-term strategy. This new Executive Order could eventually change the types of investments available inside your 401(k) or other employer retirement plan. While nothing is changing…
When you’re in need of quick cash, borrowing from your 401(k) might seem like an appealing option. However, it’s crucial to weigh all your alternatives and consider your long-term financial goals before making a decision. Let’s explore the pros and cons of taking a loan from your retirement savings and what factors you should consider.…
Not too long ago, I had a conversation with a business owner who surveyed employees about what they valued most in their compensation package. The list included healthcare, 401(k) benefits, and work-from-home flexibility. Surprisingly, the 401(k) plan didn’t come out on top. While this might seem understandable, especially for younger employees who have more pressing…
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