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Employee Profile

Retirement Plan Coordinator
Lacy Whalen
412-633-1759
Downtown Pittsburgh - Corporate Headquarters

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.

 

Lacy is available to help you with your investments and answer your questions.
Send Lacy a Message
Send a Message to
Lacy Whalen
and take the first step towards your financial future.
Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.