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Retirement Plan Services

Peoples Security Retirement Plan Services team of professionals are here to assist plan sponsors and participants by providing the necessary tools and guidance. Be confident that you are supported by professionals with experience. We are focused on striving to secure your financial future. We look forward to speaking with you to determine how we can help you work toward those goals 

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Peoples Security Retirement Plan Services offers a comprehensive range of specialized resources to plan sponsors and participants. Our experienced professionals are committed to helping plan sponsors mitigate risk and adhere to their fiduciary responsibilities by providing objective analysis and overview on plans, driven by cost parameters, employee needs and industry rules and regulations. Through our service model, we focus on working with participants to help them make informed, educated decisions about their financial future.

 

Our services include:

  • Establishing plan goals for corporate retirement plan clients
  • Analysis of retirement plans to determine strengths and weaknesses
  • Assist fiduciaries in establishing purpose and goal of plan
  • Development and implementation of customized education campaign to help reach established goals
  • Provide accountability goals through measurement and reporting
  • Communicate and deliver education to plan participants to help them prepare for a successful retirement
  • Risk mitigation for plan sponsors

To learn more about Retirement Plan Services, please contact us at retirement@psbt.com.

Retirement Plan Services Team

To reach our Peoples Security Retirement Plan Services Team, email retirement@psbt.com.

 

Vince Kubilus 2022

Vincent M. Kubilus III, CFP® AIF®

Vice President
Wealth Advisor

phone | 570-346-7741 x2267
570-969-0242

150 North Washington Avenue
Scranton, PA 18503

Vince graduated from Marywood University with a Bachelor's Degree in Business and an MBA in Finance & Investments. He has over 12 years of experience in the financial services industry. He holds FINRA Series, 6,7, 63, & 66 registrations through LPL Financial, and is an Accredited Investment Fiduciary. In addition, he is licensed in Pennsylvania for the sale of Life Insurance. Currently he works with the Retirement Plan Services Team, where he assists in the growth of the corporate retirement plan space, in addition to working directly with individual clients to develop sound investment strategies to pursue their financial goals.

Jeremy Geadrities

Jeremy Geadrities

Assistant Vice President
Retirement Plan Services Officer

phone | 570-969-0242

150 North Washington Avenue
Scranton, PA 18503

Jeremy graduated from Marywood University with a Bachelor's Degree in Fine Arts. He has over 13 years of experience in Customer Service, 5 years of experience in the Software as a Service (SaaS) industry, and 3 years of experience in the Financial Services industry. He holds FINRA Series 6 & 63 registrations through LPL Financial and is licensed in Pennsylvania for the sale of Life Insurance as well as Fixed and Variable Annuities.

Jeremy is the Retirement Planning Representative for the Retirement Planning Services Team, specializing in corporate retirement plan design assistance, development and implementation support, and optimization strategies. He works closely with clients to streamline their administrative and regulatory responsibilities while helping to manage risk, and also modernizes plan operations through the strategic application of harmonious technologies. In addition, he assists plan participants through tailored educational campaigns and guidance on how to best prepare for successful retirement.

Melissa Kish

Melissa A. Kish

Retirement Plan Services Coordinator

phone | 570-346-7741 x2362
570-969-0242

150 North Washington Avenue
Scranton, PA 18503

Melissa is the Coordinator of the Peoples Security Retirement Plan Services division. She is responsible for handling the day-to-day activities and processes within the department. Melissa communicates directly with clients and plan participants to facilitate requests, striving to deliver an exceptional service experience.

Melissa brings more than 25 years of experience in the financial services industry. She has excelled in providing quality client service at Merrill Lynch, Morgan Stanley Smith Barney, and most recently, Bank of America.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Security Bank & Trust Company and Peoples Security Retirement Plan Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Security Retirement Plan Services, and may also be employees of Peoples Security Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Security Bank & Trust Company or Peoples Security Retirement Plan Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or any other government agency

Not Bank guaranteed

Not Bank deposits or obligations

May lose value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Pennsylvania and New York.