It is with heavy hearts that we inform you that Trisha Brambley passed away early this week after a brief illness. Her passing was sudden and unexpected. Arrangements will be announced at a later date.
Retirement Playbook, Inc.™ has lost the woman who revolutionized the plan advisor selection process, and the world has lost a kind, visionary soul. Together we mourn the loss of a colleague, friend, and mentor. Those of us who have been lucky enough to work with Trisha have lost an inspirational, dear friend.
We at Retirement Playbook, Inc.™ are shocked and saddened. As we work through this difficult time, we remain committed to providing you same level of service that you have come to expect from us. Our veteran team of Cindy DeGulis, Adele Barbato, and Jerry Zeiler will continue the work that Trisha began, providing the same level of care, diligence, and expertise as we move forward.
If you have any questions, please reach out to any one of us at Retirement Playbook, Inc.™.
Your Team at Retirement Playbook, Inc.™
Retirement Playbook, Inc. offers conflict-free support for finding your perfect fit plan advisor or record-keeper and provides you with comprehensive fee benchmarking reports for these services.
We’ve set the gold standard in helping plan committees perform robust advisor due diligence, develop effective plan communication strategies, and benchmark all plan related fees. We can help you develop the short list, prepare a customized, revolutionary online RFP, benchmark advisors’ fees, and help you decipher the important differences between firms.