Project Description

“Gilliam Coble & Moser proactively came to us with this idea. The switch saved us more than enough money to cover our plan administration fees.”

Winston Page, Partner, Lewis & Roberts

Law Firm Saves Big in Plan Transition

The law firm of Lewis & Roberts has built its reputation on its deep commitment to clients. So it’s no surprise that the firm has enjoyed working with the equally dedicated retirement planning services team at Gilliam Coble & Moser.

As the third party administrator of the law firm’s 401(k) plan, Gilliam Coble & Moser suggested that the firm switch to a different investment platform that would not only improve service but also would be much less expensive. “Gilliam Coble & Moser proactively came to us with this idea,” said Winston Page, a Lewis & Roberts partner and member of the firm’s management committee. “They assessed the cost and the difficulty involved, and when we decided to make the change, they handled the transition so that it was absolutely seamless for us. In fact, the switch saved us more than enough money to cover the plan administration fees.”

Page also admires Gilliam Coble & Moser’s service. “They’re always willing to discuss any suggestions or proposals we might make. They meet with us regularly and if there’s any question that requires research, they dig in and find the answers for us.”

Gilliam Coble & Moser’s knowledge of 401(k) regulations and provisions is key to the relationship. “This is a complex area of the law, and when you’re acting as a fiduciary for your employees, it’s important to have good information,” said Page. “We’re very lucky to be working with Gilliam Coble & Moser.”