Retirement Plan Advisors

Becky Bone

AIF®

RPA Relationship Manager

Becky Bone

AIF®

RPA Relationship Manager

Biography

Drawing on her years of experience in client service roles, Becky came to Plancorp in 2013 to engage and educate clients in our Retirement Plan Advisors division. Patient and friendly, Becky is committed to giving employees the education they need to make empowered decisions about their retirement.

Becky received her BS in Business Administration from the University of Missouri-St. Louis. Prior to joining Plancorp, she held Client Service Specialist and Senior Associate roles at UMB Financial Services, Inc. and UMB Private Wealth Management. Here, she works closely with plan administrators, keeping them apprised of regulatory changes and managing employee communication.

An avid Blues hockey fan, Becky never misses a game. In her free time, she also enjoys gardening and spending time with her family.

Insights

How Much Money to Put in Your Emergency Fund

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The Top Five Benefits of Investing in a 401(k)

On average, Social Security replaces around 40% of income for retirees, and even less for high earners. So unless you’ve got a cushy pension lined up, that means the majority of your retirement income will be a result of your own planning and investing. Enter the glory of the 401(k).

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Behind Kathy Lambert's 'Connections to Success'

Kathy Lambert, Co-Founder and CEO, opened Dress for Success Midwest in 1998 after reading an article about Dress for Success (DfS), New York. The article explained how DfS provided interview appropriate attire to women in disadvantaged situations, helping them be on the same playing field as other candidates. Understanding the need for this service locally, Kathy opened the first DfS affiliate in the St. Louis region. Here is here story.

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