ASAE Retirement Trust

Re-envisioning the future.

Skip to Content

Call Us Today! 877.630.4015  |  asae401k@asaecenter.org

About us

About the ASAE 401(k) Retirement Program

ASAE is committed to providing truly exceptional offerings, services, and essential tools that make you and your organization more successful. That’s why we have examined the retirement marketplace, done careful due diligence, and assembled a team of retirement industry experts to deliver the ASAE 401(k) Retirement Program to include valuable services at competitive prices.

 

Our Team

ASAE Retirement Trust Committee

As the Discretionary Trustee of the Group Trust, the ASAE Retirement Trust Committee takes on the role of the named fiduciary responsible for management of the Group Trust assets, hiring third party providers, ensuring plan fees are reasonable, and ensuring compliance with DOL regulations. Each member of the ASAE Retirement Trust Committee brings unique and essential background and expertise to the table and collectively the group has over 240 years of experience in association management, financial services, and in design and delivery of benefit programs.


Betsy Piper/Bach
Betsy Piper/Bach,
JD, CFP ®, CIMA ®
Chair

202.626.2702
bpiperbach@asaecenter.org

Heidi Robey
Heidi Robey

202.626.2779
hrobey@asaecenter.org

Robert Skelton
Robert Skelton,
CAE

202.626.2790
rskelton@asaecenter.org

George M. Morvis
George M. Morvis

630.734.8116
george@financialshares.com

Deborah Stevens
Deborah Stevens, QKA

202.626.2839
dstevens@asaecenter.org

Sean Walters
Sean Walters, CAE

303.850.3090
swalters@i-w.org