Retirement Plan Officers Justin Jeffrey and Lucia Rebelo present retirement planning seminars as part of the employee benefits services we conduct for area companies. Plimoth Investment Advisors has offices in Swansea, Plymouth, and Dedham MA, and the newly established location in Stonington, Connecticut. Plimoth Investment Advisors had a strong year under the leadership of Steven Russo, who was named President and Chief Executive Officer at the beginning of the year. George Oliveira was elevated at that time to Chairman of the Board. In the spring of 2017, the company expanded into Connecticut through the acquisition of the Trust and Asset Management Division of Savings Institute Bank & Trust. The company also hired two key client relationship officers of the Savings Institute to focus on both creating a smooth transition for former Savings Institute clients, and business development and retention efforts. Teresa Prue and Nicole Dagle have established our new office in Stonington, Connecticut, where with the support of several Plimoth team members, they were instrumental in the transfer of accounts from the Savings Institute to the Plimoth platform. The company also expanded its Retirement Plan Services group with the addition of a new Retirement Plan Specialist, Justin Jeffrey. Our team provides a full array of consultative services, including plan review and design, plan administration and recordkeeping, human resources support, participant education and communication services. As an Investment Advisor with discretion over the plan’s investments, we also act as an ERISA Section 3(38) fiduciary offering “safe harbor” protection for plan sponsors by relieving them of responsibility and potential liability associated with investing plan assets. A new service called 401(k) Concierge was successfully implemented in 2017, simplifying the process of 401(k) rollovers for plan participants. As we look forward to 2018, we will implement our business development plans across all business lines. We are also inplementing new technologies that will assist us in ensuring a consistent client experience with our organization. We remain dedicated in our focus to serving our clients with customized investment and trust solutions while also fostering an environment of growth and opportunity for our organization and team members. Teresa Prue, Vice President (left) Nicole Dagle, Assistant Vice President (right) Stonington, CT Office