Rosalice C. Hall, MBA, CRPS^®

Rosie serves as a relationship manager for 401(k) and other defined contribution retirement plans. She specializes in plan design and consulting while ensuring compliance with ERISA and maintaining the DOL qualified status of retirement plans administered by Greenleaf Trust. As a team lead, Rosie is also responsible for the leadership and mentoring of the relationship managers and the Greenleaf Trust interns. She earned both a bachelor’s and master’s degree in business administration with a concentration in management from Western Michigan University. Rosie also earned the Chartered Retirement Plans Specialist^® certification through the College for Financial Planning. Rosie actively participates in several community organizations.