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About the Advisor

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Gerald Wernette

Principal and Director, Retirement Plan Services

Rehmann Financial

39300 W. Twelve Mile Road, Suite 100

Farmington Hills, Michigan

Phone: 248-579-1100

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E-mail: [email protected]

Web site:

Areas of Expertise: retirement plan consulting, design, and administration; retirement plan fiduciary consulting; retirement plan participant education and communication; retirement plan investment advisory services; cafeteria plan design

Accreditations: Certified Public Accountant (CPA); Certified Employee Benefits Specialist (CEBS); Accredited Investment Fiduciary Analyst (AIFA)

Education: BS in accounting, Central Michigan University

Professional Organizations: American Institute of Certified Public Accountants (AICPA); International Society of Certified Employee Benefit Specialists; Michigan Association of CPAs; Center for Fiduciary Studies