How I can help you

An experienced retirement plan professional with more than 40 years of institutional retirement plan experience with Defined Benefit (DB), Defined Contribution (DC), and GASB 45 Trusts. Leverages technical expertise to assist clients with customized solutions in areas including investment selection and monitoring, DB funding options, total fee transparency, and adopting best practices for retirement plans. Collaborative relationships with Regional client service team and consultants to build growth and enterprise success.

Areas of Expertise

  • Marketing, Public Relations & Sales

Industry Experience

  • Professional, Scientific, & Technical Services

Jim Mattera

Communication Methods

  • Phone