Loretta Besson currently serves as Senior Client Relationship Manager, Retirement Plan Services for OneDigital and brings more than 20+ years of experience in the financial services industry. Loretta has worked on the advisor, recordkeeping, and TPA side of the business and also has extensive experience as both a plan design consultant and a participant educator.
Loretta’s primary focus is managing Corporate Retirement Plans and helping plan sponsors achieve overall plan success.
Loretta holds her AIF® (Accredited Investment Fiduciary) and the ARPC (Accredited Retirement Planning Consultant) designation.
Loretta holds a bachelor’s degree in Communications and Marketing from Brooklyn College.
