Emily Codr has been a member of the WealthPlan team since 2010 and serves as the Director of Client Services for the retirement department. With 25 years of retirement plan industry experience, Emily serves as a liaison between plan sponsors, custodians, and recordkeepers for Qualified Plans.
Her responsibilities include plan design, participant education, conversions, plan management reviews and fiduciary oversight to help support business owners.
Local office
Where to find this team
This profile appears with the following team on the site’s regional team page.