About Us


Ellen L. Bernardi
Administrative Assistant, Corporate
PHONE: (781) 761-1627

Ellen provides diversified administrative assistance to our account management team. She has over twenty years experience in the retirement plan services industry, focusing primarily in the area of accounting. She ensures client transactions are processed accurately and in a timely manner, and prepares and coordinates the delivery of clients’ employee enrollment materials.

Educational and Professional Background
  • Mount Ida College
    Business Administration

Ellen lives in Waltham, Massachusetts, with her husband. Gardening, cooking, and hiking are her main interests.