Work with us.
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

What’s Your Cause?  How to Tie Board Decisions to Your Mission

­­Because one of my favorite things is pizza, I often joke that it gives me “purpose.” What better motivator is there during a long week than a family dinner at Farotto’s?

Read More
Own a Business in Illinois?  You May Be Forced to Start a Retirement Plan

Small businesses are facing big changes in Illinois. In 2015, the Illinois State Legislature’s Secure Choice Act began a series of steps that ultimately led to the creation of a “State Sponsored Retirement Plan.”  Now, small businesses may be forced to become participants in a retirement plan managed by the state of Illinois. 

Read More
Jessica Kerckhoff's Kids Yoga United
Written by Jessica Kerckhoff, InspireHer Guest Author

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.