Alice Watts, Cebs Email and Phone Number
UNLOCKING FINANCIAL SECURITY THROUGH RETIREMENT PLANSMy career didn’t follow a straightforward path—and honestly, I wouldn’t have it any other way. I stumbled into the world of pension administration, learning to love the intricacies of retirement plans—and their importance to employees—on the job under the guidance of a talented manager. That unexpected start ignited a passion that has driven my career ever since.With a CEBS designation and over two decades of hands-on experience, I’ve become known for my ability to translate ERISA gobbledygook into plain language anyone can understand. Whether managing tight deadlines as a TPA or overseeing compliance and crafting SPDs in corporate roles, I’ve navigated the retirement plan landscape from both sides—gaining insights that help me tackle challenges while collaborating with organizations to design plans that benefit employers and employees.EMPLOYEE RETIREMENT SECURITY IS MY PASSIONWhat drives me? Helping employees achieve a financially secure future through effective retirement plans.I’m passionate about retirement plans' role in ensuring that employees have the tools and resources to prepare for life after work. I thrive on:• Simplifying Retirement Concepts – Helping organizations communicate complex 401(k) details clearly so employees can make informed decisions about their financial future.• Overseeing Plan Documents – Designing and revising individually designed plans and pre-approved adoption agreements to ensure they work for employers and employees.• Crafting SPDs – Writing SPDs that transform legalese into everyday language, making them understandable and accessible to employees.• Researching Regulatory Issues – Staying ahead of new rulings and regulations from Uncle Sam so my clients don’t have to, ensuring plans are compliant and effective.LET'S TALK 401(k)sPassionate about the wacky world of 401(k)s? Let’s chat over a virtual cup of coffee. I’d love to discuss how we can simplify plan administration for you and make it more meaningful for your employees.📅 Schedule a chat: https://calendly.com/casadebear/getting-to-know-you☎ Call: 916-284-1080 (mobile)A BIT ABOUT MEOutside the world of retirement plans, I’m a self-proclaimed history buff with a love for Antebellum American history. I unwind with "Law & Order" reruns, devouring mystery, crime, and sci-fi novels, or enjoying a game of golf. And my dream world? Playing the accordion as brilliantly as Myron Floren. 🪗🎶I’d love to hear your story and explore how we can work together to build brighter employee retirements!
History Sleuth
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Alice Watts, History SleuthHistory Sleuth Jan 2023 - PresentThe Villages, Florida, United StatesI love history and I love to research, a match made even more enjoyable by a love of words. Sleuthing is what it's really about, though. Digging into times past to find those hidden nuggets about people and their lives is what makes history come alive. I write mainly about Antebellum American history, but am interested in other eras as well. My eclectic tastes include 12th-century English and continental history and its art. Has anyone seen my deerstalker hat or magnifying glass lying around? 🔎 🕵️♂️
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Retirement Plan Writer And Content StrategistWatts Copywriting, Llc Apr 2015 - PresentThe Villages, Florida, United StatesContent marketing strategist with more than two decades of retirement plan experience including 401(k), 403(b), and Cash Balance plans, plus a CEBS designation. I understand what you need--I've walked in your shoes.I've partnered with retirement plan professionals to help them in two ways:📌First, captivating marketing materials that saved them time and relieved them of the stress of doing them themselves and increased awareness in the marketplace to bring in new clients.📌Second, cutting-edge industry content creation that increased their authority in the industry: ➤Case Studies that told the stories of happy customers and how they helped them succeed ➤White Papers that helped their clients or prospects understand an issue, solve a problem, or make a decision ➤Articles and Blogs that discussed events and legislation they and the industry were concerned aboutAn expert researcher, analyst, and writer, I know how to make content sing. Need to decode ERISA for your audience? I speak ERISA. I translate it so the ordinary person can understand it. -
Plan Document ConsultantSynergistics, Inc. Dec 2023 - Jul 2024New Jersey, United StatesContract position at TIAA. Utilized Relius software to update ERISA and non-ERISA 403(b) adoption agreements according to client specifications and industry standards. Managed multiple client projects simultaneously, monitoring progress, and delivering high-quality results.►Monitored changes to documents and upheld clear communications with clients.►Ensured adoption agreements were properly e-signed and that SMMs or SPDs were provided to clients; uploaded documents to client portals.►Analyzed requested plan changes against current provisions and prepared update checklists that served as the basis for changes to the internal recordkeeping system.►Used proprietary systems to track document changes and client correspondence. -
Magazine Features WriterHistorynet Dec 2017 - Dec 2021My 3,000-word feature article, "America's Designing Man" about 19th-century pioneer landscape architect Andrew Jackson Downing, was published in the December 2019 edition of American History magazine. My second article, "Quaker Awakening" about how Quaker activists pushed and pulled 17th century Quakers to abolish slavery within their own ranks, was published in its April 2021 issue. -
Retirement Benefit Analyst/Technical WriterSutter Health Jun 1999 - Oct 2012Sacramento, California, United StatesMy primary role as Retirement Benefit Analyst for a large northern California hospital system was to serve as the technical writer for our team where I wrote:►White papers, which were used for presentations to upper management►Employee communications, where I was instrumental in helping employees make informed decisions about their pension benefits►Summary Plan Descriptions (SPDs), which told employees in plain English what their plans were aboutMy other main role was to work with ERISA attorneys, consultants, and EBP auditors in addition to plan administrators across the Sutter Health system and their plan vendors to help ensure all the Sutter Health plans stayed in compliance with government rules and regulations.I worked with a variety of pension and retirement plans across multiple Sutter Health campuses including:►401(k) match, deferral only, and Safe Harbor►403(b) ERISA and deferral only►defined benefit ►cash balanceI received the following recommendation from Vicki Flemming, Benefit Director, Retirement Programs, Sutter Health:"Alice Watts was a member of the retirement team at Sutter Health for thirteen years and reported to me directly for eight years as a Retirement Benefit Analyst. During this time, she wrote numerous Summary Plan Descriptions (SPDs) for our corporate pension plans, white papers, and employee communications. She also edited our department newsletter for two years.SPDs must accurately reflect plan terms and be written in a manner that is easily understood. Alice utilized both her technical expertise and excellent writing skills to create booklets that met both requirements.Alice created numerous white papers on various topics, including ROTH options and phased retirement. She has the ability to thoroughly research a topic, organize her thoughts, and present a finished product that is well-organized and easy to understand.I highly recommend Alice for your business writing needs."
Alice Watts, Cebs Education Details
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Medieval Art History -
American Writers & Artists Institute (Awai)Content Writing And Copywriting -
Pensions And Other Retirement Benefits -
Certificate In Non-Fiction Writing -
Berean CollegeLiberal Arts
Frequently Asked Questions about Alice Watts, Cebs
What company does Alice Watts, Cebs work for?
Alice Watts, Cebs works for History Sleuth
What is Alice Watts, Cebs's role at the current company?
Alice Watts, Cebs's current role is Writer | ERISA Translator | Savvy Plan Administrator | 401(k) | 403(b) | Cash Balance | SPDs | Plan Documents | EBP Audits | Forms 5500 | ERISA | DOL/IRS Regulations | Myron Floren wannabe 🪗🎶.
What schools did Alice Watts, Cebs attend?
Alice Watts, Cebs attended Southern Methodist University, American Writers & Artists Institute (Awai), The Wharton School, University Of California, Davis, Berean College.
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