Cas Oliver
About Cas Oliver
Cas Oliver is a Relationship Manager at ForUsAll, where he has worked since 2018 in the San Francisco Bay Area. With over 20 years of experience in the retirement industry, he focuses on improving retirement plans through technology and personalized employee engagement.
Work at ForUsAll
Cas Oliver has served as a Relationship Manager at ForUsAll since 2018. In this role, Oliver focuses on enhancing retirement plans for clients in the San Francisco Bay Area. With a commitment to improving the management of 401k plans, Oliver utilizes technology to streamline processes and reduce errors. This position allows Oliver to leverage over 20 years of experience in the retirement industry to provide valuable insights and solutions to clients.
Education and Expertise
Cas Oliver possesses over 20 years of experience in the retirement industry. This extensive background informs Oliver's approach to improving retirement plans and providing fiduciary services. Oliver is involved in offering both 3(16) and 3(38) fiduciary services, ensuring compliance and effective management of retirement plans for clients. This expertise is crucial in addressing the complexities of retirement planning.
Background
Cas Oliver has a long-standing career in the retirement industry, accumulating over two decades of experience. This background has equipped Oliver with the knowledge and skills necessary to navigate the challenges faced by employers in managing retirement plans. Oliver's work is centered around making participation in retirement plans easier and more accessible for employees.
Achievements
In the role of Relationship Manager, Cas Oliver is part of a mission to address the retirement crisis by simplifying the participation process and maintaining reasonable costs for clients. Oliver engages employees through personalized assistance and regular communications about their account balances via a virtual advisor named Dave. This initiative aims to enhance employee engagement and improve overall retirement outcomes.