Busey Retirement Plan Services | Pepsi-Cola C-U

We're excited to work with you to achieve your savings goals. Learn more about the upcoming migration of your 401(k) plan to EPIC by clicking the links below.

Informational Videos

View short information-packed videos to learn more about the exciting upcoming plan changes.

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Your Busey Wealth Management Participant Advisors

RetirementPlans@busey.com

Vice President
Retirement Plan
Participant Advisor

217.365.4883

Retirement Plan Participant Advisor
314.317.4745

Retirement Plan Participant Advisor
217.365.4814

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Investment Products and Services are:

Not FDIC Insured | May lose value | No bank guarantee

Adam Owen, CRPS®, AIF^®

Vice President, Retirement Plan Participant Advisor | 217.365.4883

As a Retirement Plan Participant Advisor, Adam engages employees along the entire spectrum—from enrolling to becoming financially independent. With his 20-plus years of experience helping people from all walks of life with their retirement planning needs, he has accumulated a breadth of expertise enabling him to expertly serve a variety of needs.

Adam holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation from the College for Financial Planning®, signifying his training and tested proficiency in all facets of retirement plans, including 401(k), 403(b), 457, pension plans and more.

He also holds the Accredited Investment Fiduciary® (AIF®) Designation from Fi360, a Broadridge® Company. As an AIF® Designee, Adam has met training, proficiency and ethical standards to employ a fiduciary process as he serves participants’ best interests.

Additionally, he maintains FINRA Series 7, 63 and 65 licenses, as well as Illinois Health, Life and Variable insurance licenses. In his spare time, Adam is very involved in his church and enjoys spending time outdoors with his family of eight.

Email:
Adam.Owen@busey.com

Neil Bryant
Retirement Plan Participant Advisor | 314.317.4745

Neil works alongside plan participants to help them gain a better understanding of how exactly their employer’s retirement plan works for them. By taking an active role in explaining the often complex and evolving retirement industry, he assists participants in achieving their long-term goals.

As an Advisor, Neil meets individually with participants to help enroll them in their plan, discuss their investment options and better plan for retirement. With his team, Neil also works closely with plan sponsors to set up beneficial education programs and prepare educational videos for participants.

Before joining Busey in 2022, he held similar consultative and managerial roles with other financial services firms throughout his 25-plus year career. Neil earned both his Bachelor of Science in Business Administration and Associate of Science in Aviation Administration from Northern Kentucky University.

Email:
Neil.Bryant@busey.com

Gerry Mancera
Retirement Plan Participant Advisor | 217.365.4814

Since joining Busey in 2023, Gerry has been working in partnership with retirement plan participants to ensure they effectively use their retirement plans to meet their financial goals. By helping clients understand and properly navigate their employer-sponsored retirement plan, he provides them with peace of mind that they’re on the right track.

Gerry earned his Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign.

Email:
Gerry.Mancera@Busey.com