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@cunamutual.com
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1 phone found area 414
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Amy Jacoby is listed as Senior Retirement Education Specialist at TruStage at TruStage, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at cunamutual.com, phone signal with area code 414, and a matched LinkedIn profile for Amy Jacoby.
Amy Jacoby previously worked as Senior Retirement Education Specialist at Trustage and Retirement Implementation Consultant at Cuna Mutual Group. Amy Jacoby studied at University Of Wisconsin-Madison.
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AeroLeads found 1 current-domain work email signal for Amy Jacoby. Compare company email patterns before reaching out.
I have over 30 years of experience in the qualified plan administration and education field and have held positions at trust companies, TPAs and on the plan sponsor side. Over the years I have found that my analytical skills have been essential to my ability to understand the complexities of various plan documents, to research IRS Code and regulations in order to assist my clients and to understand and apply legislative and regulatory changes. In addition, my communication skills have allowed me to effectively communicate my technical knowledge and simplify retirement concepts for employees, plan sponsors and internal contacts.Certifications: QPA, QKACUNA Mutual Group and Cuna Mutual Group are marketing names for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CPI Qualified Plan Consultants, Inc. and CMFG Life Insurance Company are subsidiaries of the CUNA Mutual Holding Company. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues. Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their financial professional.Some items and links provided on this page may be from third parties not affiliated with this representative or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its representatives. CMRS-6129221.1-1123-1225
Listed skills include Employee Benefits, Retirement, Erisa, Pensions, and 12 others.
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Madison, WI
Assessing and supporting the needs of plan sponsors, independent financial advisors and direct sales team members in conducting employee enrollment and education meetingsEffectively presenting, educating and promoting the basics and overall advantages of employer retirement plans to the employeesProviding services via a combination of onsite, webinar.
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Amy Jacoby works for TruStage.
Amy Jacoby is listed as Senior Retirement Education Specialist at TruStage at TruStage.
AeroLeads has found 1 work email signal at @cunamutual.com for Amy Jacoby at TruStage.
AeroLeads has found 1 phone signal(s) with area code 414 for Amy Jacoby at TruStage.
Amy Jacoby is based in Madison, Wisconsin, United States while working with TruStage.
Amy Jacoby has worked for Trustage, Cuna Mutual Group, The Newport Group, Whole Foods Market, Inc., and Pension Consultants And Administrators, Inc..
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Amy Jacoby studied at University Of Wisconsin-Madison.
Amy Jacoby is listed with skills including Employee Benefits, Retirement, Erisa, Pensions, Retirement Plan Consulting, Retirement Planning, 401K, and Business Planning.
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