Lacy Whalen is a Retirement Plan Coordinator with HT Corporate Services, the retirement plan consulting division of Hefren-Tillotson, Inc. She is responsible for delivering the HT Corporate Services “Enhanced Service Package” to all 401(k) clients of the firm.
Lacy works directly with retirement plan sponsors on the selection and monitoring of their plan’s investment options, conducting annual fiduciary reviews to assess their plan’s compliance with federal regulations and adherence to industry best practices, and designing annual employee education campaigns to ensure plan participants are on-target to meet their ultimate retirement goals.
Lacy has over 6 years’ experience in the financial industry and prior to joining Hefren-Tillotson worked at a local financial planning firm as the Operations Manager. She is a graduate of the University of Pittsburgh, Johnstown with a bachelor’s degree in Public Relations and Marketing. Lacy is a Registered Representative with Series 6 and 63 licenses and is a registered Notary.
Lacy resides in the South Hills of Pittsburgh, Pennsylvania with her husband.