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.
When it comes to managing your company’s retirement plan, one of the most important responsibilities is filing Form 5500. This form is crucial for maintaining compliance and protecting both your business and your employees. Let’s break down what Form 5500 is, why it matters, and share some practical advice on what to do if you’ve…
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