The Retirement Advisor Council offers insights to many sectors of our economy through in-depth case studies.  The case studies linked to the button below are those related to the Energy & Utilities sector.  We hope they provide real-world solutions and provoke ideas that will help you and your company.

Moderator: C. Andrew Harbour CFP^® CIMA^® | Morgan Stanley Graystone Consulting Atlanta

TXEX / VIA Renewables
Houston, TX
Tiffany Miller | Director of Human Resources
A client of Council members Fidelity Investments and The Gibson Group of Morgan Stanley (Lisa Gibson CRPS®)

The Queen’s Health System
Honolulu, HI
YeeYeng Lim | Benefit Manager  
A client of Council members Fidelity Investments and HUB International (Jim O’Shaughnessy AIF®, PRP®)

TPC Group (Texas Petrochemicals)
Houston, TX
Denise Guess | Benefits Manager, Human Resources
A client of Council members Fidelity Investments, and Qualified Plan Advisors (Robert A. Massa ChFC®, CEBS®, AIF®, CBC®)

Varex Imaging Corporation
Salt Lake City, UT
Gabriella Giaquinto | Senior Manager, Benefits 
A client of Council members Fidelity Investments, and Woodruff Sawyer (Kristina P. Keck CPFA, CBFA, ESG(k)