Eugene Gurevich

Eugene begins by meeting with you and your team to understand your company’s retirement goals, budgetary constraints and long‐term vision. He reviews existing plan structures (if any), analyses employee demographics and uses his Certified Financial Planner™ and Chartered Retirement Planning Counselor credentials to develop a retirement plan design that aligns both employer and employee objectives. He then assists with implementation, ongoing administration and communication strategies to ensure your plan continues to meet your evolving needs.

Changes to your insurance coverage outside of open enrollment are allowed only if you experience a qualifying life event, such as marriage, birth of a child, or loss of other coverage. Eugene Gurevich can guide you through the required documentation and timelines.

Eugene Gurevich specializes in designing and managing employer retirement plans, including 401(k) programs. With more than a decade of experience and several professional certifications, he helps companies create retirement strategies that support employee financial security while aligning with business goals.

Participation often improves when enrollment is simple and employees understand the value of contributing. Clear communication, automatic enrollment options, matching contributions, and regular educational sessions can significantly boost engagement.