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Diane Fanelli - Senior ESOP Administrator and Principal

 

Diane Fanelli has been with the firm for more than 10 years. She has extensive experience in employee benefits consulting and defined contribution plan administration. Diane is a Philadelphia native who studied Business Administration at Temple University.

Prior to joining SES Advisors, Diane was employed by several employee benefits consulting firms, both local and national. She has experience in

401(k) and 403(b) plan design and administration, including installation, enrollment, and employee communications. Diane assists clients in streamlining the allocation process through use of current technology in data management. She also works with our clients' attorneys and accountants to ensure their plans are in compliance with government regulations.

 

10 Shurs Lane, Suite 102

Philadelphia, PA 19127

215.508.1600 ext. 225

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