Rosalice Cekola Hall, MBA, CRPS® | Source | Senior Relationship Manager at Greenleaf Trust
Rosalice Cekola Hall, MBA, CRPS®
Senior Relationship Manager at Greenleaf Trust
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Rosie is a Chartered Retirement Plan Specialist (CRPS), who serves as a relationship manager for various defined contribution and defined benefit retirement plans. In her role, she is responsible for providing comprehensive support for individuals and corporations. Rosie ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Rosie earned both a bachelors and masters degree in business administration with a concentration in management from Western Michigan University. She actively participates in several community organizations.
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Greenleaf Trust
Senior Relationship Manager
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Understanding 403(b) Plans: Insights from Financial Expert Rosie Cekola Hall
Rosie explains a 403(b) is for non-profit employees, allowing salary deferral into retirement accounts. In 2024, limits are $23,000 for under 50s and $30,500 for 50+. Employers can contribute up to $69,000. She advises, “Saving consistently throughout the year will help to ensure you are set up for success as the market fluctuates.”