Invested

Team

Together we can achieve more

Michael Kozemchak AIF®

Managing Director

Mr. Kozemchak has over 20 years experience managing a highy successful team of retirement plan advisors.

Paul R. Stephens, AIF®

Managing Director

Mr. Stephens has more than 20 years of experience assisting plan sponsors and committees with all facets of plan management including:  investment policy statements, investment selection and monitoring, plan benchmarking, formal vendor RFPs, fee and revenue allocation analysis, vendor management, and legal/regulatory updates.

 

Lewis M. Rowe, AIF®

Managing Director

Lewis joined IIC with over 20 years of experience working with Qualified Retirement Plans, Administrators, Plan Sponsor Legal Counsel and participants.  Lewis brings expertise in vendor RFPs, vendor management, client relationship services, investment selection and monitoring, plan design, Plan Sponsor Fiduciary Education and employee communications. Working with IIC retained Legal Counsel, Lewis leads IIC’s Plan Governance and Fiduciary Training services to Plan Sponsors and their Retirement Plan Committees.

 

Gregory Cimmino CFP® AIF®

Managing Director

  Mr. Cimmino has over 30 years of experience in the retirement plan and financial services industry and is focused on and dedicated to serving client's needs as an objective provider of institutional investment consulting services in the small and medium sized plan space.

 

Tony Ciocca AIF®

Managing Director

Mr. Ciocca came to IIC from a leadership role at PlanSponsor Pathfinder. He has over 20 years of Experience

 

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