How We Work
Responsible, knowledgeable and registered, always with an eye on changing landscape, we advise the retirement plan fiduciaries of nonprofit organizations and like-minded businesses.
We make it more simple for you to be an effective plan fiduciary.
We offer a hands-on transition program with recommended action steps tailored to the needs of your plan. As a fiduciary to your plan, we partner with you to provide ongoing service and advice.
We offer a complimentary initial consultation. At that time, we will identify your plan advisory needs and develop a proposal with the recommended product or service that will best suit your needs.
We are Well and Good LLC
Richard Shafer, CEBS
Richard (Dick) Shafer, our Executive Director, has overall responsibility for advisory services, client satisfaction and firm compliance. He has more than twenty years of experience with retirement plans of nonprofit corporations. Dick has been a Fellow of the International Society of Certified Employee Benefit Specialists (CEBS) for many years, served on the boards of several nonprofit organizations and speaks at industry association meetings. He was graduated from St. Paul’s School (NH) and Duke University.
R. Brian Cressey, CEBS, is our managing director with responsibility for specific client assignments nationwide, particularly on the West Coast. He has more than twenty years of related experience. Brian is an Accredited Investment Fiduciary (AIF). He was graduated from Friends Academy (NY) and Bowdoin College.
Scott Hermerda: A seasoned veteran of retirement plan product and service development and delivery, Scott Hermerda assumes responsibly for advising tax-exempt clients nationwide, especially in the Rocky Mountain area.
Nancy Webb works on our communication, marketing and public relations. Nancy is an award- winning journalist and writer. A Phi Beta Kappa graduate of the University of Kentucky, she was a national newspaper reporter, Nieman Fellow in Journalism at Harvard University and a Harvard Instructor in Expository Writing.
We serve clients nationwide, mainly by phone, e-mail and/or webinar. We travel to major cities and upon request to meet with clients.