William J. Rossi

Partner

William J. Rossi is a partner at Koss Olinger where he began his financial services career in 1997. His areas of expertise are investment management, estate planning, and creating income distribution strategies during retirement.

Adviser strategies

Retirement planning from the employer's perspective

If you can help your clients create a unique benefit for themselves and their employees, they will be able to engage top talent and continue to profit.

By William J. Rossi

February 1
Client strategies

How advisers can help employers attract and retain top talent

Employee benefit advisers can offer key insight into retirement planning from the perspective of employers.

By William J. Rossi

December 7