Credo, LLC is a team of expert consultants in campus design, enrollment, student success, adult and graduate studies, fundraising, marketing, strategic planning and finance. It is their goal to help enhance the total experience at small, private colleges and universities.
Credo has been a Gilliam Bell Moser Retirement Plan Services client for just a few years, but according to COO and owner Bill Fahrner, Credo is very happy with the relationship.
“We had limited experience in terms of selecting a plan administrator,” he said, “and unfortunately we initially chose a different firm based on price. We simply didn’t value this service enough until some challenges arose. This is when we quickly realized they were not a good fit for us.”
Credo needed a retirement plan administrator that would really take care of them, and Fahrner believes they’ve landed with the right team. He identifies three strengths of the Gilliam Bell Moser: knowledge, responsiveness and vigilance.
“Everyone at Gilliam Bell Moser seems to love what they do — down to the minutiae of compliance,” he said. “It’s very detailed work, and they keep it all running smoothly. And although I know they’re very busy, they always make us feel like we’re the only client they have. They’re always right there when we need them.”
But maybe most important to Fahrner is the confidence their plan is in good hands. “This is not just a ‘check-the-box’ decision,” he said. “You have to have a group that will do what’s right for your company. Gilliam Bell Moser is always looking out for us. They’re very vigilant.”
Fahrner concluded, “If you’re looking for a new administrator, don’t mess around. This group is going to hustle for you and work hard on your behalf.”