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Name
Phyllis Klein
Title
Senior Director, Retirement Services
Bio
As a Senior Director in the Consulting Solutions Group of CAPTRUST Financial Advisors Phyllis has overall responsibility for maintaining CAPTRUST’s fiduciary standards, ERISA technical and regulatory issues and Participant Advice Services in supporting CAPTRUST’s advisors and clients. Phyllis has a Bachelor of Science from the University of Wisconsin-Lacrosse and has over 30 years of retirement plan industry experience, including plan design consulting, investment advisory support and fiduciary expertise.
