Plimoth Investment Advisors Appoints Justin Jeffrey as Retirement Plan Officer

12/18/17

Justin Jeffrey

Plimoth Investment Advisors, a portfolio management firm that specializes in investment management, trust services, retirement plans and estate administration for both private and institutional clients, announces Justin Jeffrey of Taunton, Massachusetts, as Retirement Plan Officer.

In this role, Justin is responsible for business development of retirement plans, including 401(k), pension, profit sharing and IRAs. He assists employers initially when new plans are established and on an ongoing basis thereafter, by conducting employee education sessions that stress the importance of retirement planning and financial instruction.

Justin brings 20 years of financial industry experience to his post with Plimoth Investment Advisors. Prior to joining the firm, he was with Putnam Investments for ten years and previously with Samsonite LLC for the same period of time, responsible for 401(k) administration, retirement education and retirement plan development.

He is a graduate of the University of Massachusetts-Dartmouth with a Bachelor’s degree in Marketing and received his MBA in Finance from the University of Massachusetts-Boston.

A resident of Taunton, Massachusetts, Justin coaches children’s soccer teams, is a soccer referee and enjoys “splashing through the mud as a Spartan Racer.”

“We’re pleased to welcome Justin to our fine team of professionals,” said Steven A. Russo, President and CEO of Plimoth Investment Advisors. “His industry knowledge and experience combined with a demonstrated commitment to providing the highest caliber service to clients makes him the perfect choice for this pivotal role within our firm.”

About Plimoth Investment Advisors

Plimoth Investment Advisors is a limited purpose trust company wholly owned by two financially strong and well established community savings banks based in Massachusetts: BayCoast Bank and Dedham Institute for Savings. As a community bank-owned institution our corporate values of focusing on our clients’ needs and supporting the communities in which we operate mirror our owner banks. Plimoth Investment Advisors operates in four primary locations: Swansea, Plymouth, and Dedham, Massachusetts, and Stonington, Connecticut. www.plimothinvestmentadvisors.com