Diane Fanelli has been with SES Advisors for more than 12 years doing ESOP Plan Administration. 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) 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.
555 City Avenue
Bala Cynwyd, PA 19004