(617) 437-6707

CONTACT CORBCO Retirement Group

Our People

Let CORBCO Retirement Group Help You!

Our People

Let CORBCO Retirement Group Help You!

Dave Hojlo, AIF®, PPC™

Dave Hojlo, AIF®, PPC™

Founder and President / COO

CORBCO Retirement Group Founder and President/COO, Dave has over 34 years’ experience in Investment Fiduciary for Defined Contribution and Defined Benefit Pension plan, Consultant for CPA’s on best Retirement Tax Planning Solutions. Client Plan resolution with DOL and IRS. Active ongoing Seminar host for participant and Trustee seminars on Retirement and Financial Planning. Constantly striving to offer quality service and solutions for CORBCO clients, Dave responds thoroughly to client retirement plan needs. Dave is active in CORBCO Operations, Marketing and Client Management.

Geraldine McMurray, PPC™

Geraldine McMurray, PPC™

Senior Consultant

Geraldine has over 28 years’ experience in HR, Employee Benefit Consulting and Retirement Plan Consulting. In her current role as Senior Retirement Plan Consultant, Geraldine provides detailed guidance during the retirement plan implementation process, day to day client activities,  ongoing consulting expertise on retirement plan design, operations, testing and overall quality control.  Geraldine is also a client go to for participant questions related to retirement and financial consulting.  She is a knowledgeable resource for CORBCO clients, trustees, auditors and plan participants.

Anthony Feola

Anthony Feola

Client Service Representative

Anthony joined the CORBCO team this year with over 16 years of combined client and business experience. Most recently he worked in Food wholesaling where he was able to further his growth within the industry and leverage his passion for helping others. As a Client Service Representative, Anthony performs a range of tasks from helping prepare paperwork and forms, to assisting with distributions and helping compile data for portfolio reviews.

Contact Us Today

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401(k) PLAN CHECKLIST

Keep your plan in compliance with many of the important rules

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FIDUCIARY MANAGEMENT HANDBOOK

A guide to Plan Sponsor and Plan Fiduciary Responsibilities

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SOCIAL SECURITY

Social Security Education

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RETIREMENT TOOLKIT

Getting ready for retirement

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PLAN SPONSOR GOVERNANCE

What is it and why should you care?

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PPA RESTATEMENT OVERVIEW

The IRS requires that employers are using a prototype or..

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ERISA FIDELITY BOND

Know your Fiduciary Responsibilities

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PENSION PROTECTION ACT

The PPA restatement will update your current EGTRRA plan document