Vice President, Managing Director
Current- Develop and modernize 401(k) plans to be more efficient and compliant to new regulatory and legislative changes and aligns with the business’ needs and goals
- Present yearly plan reviews to the 401(k) Committee Members and Board of Directors to illustrate opportunities to mitigate risk, grow the plan, and educate participants
- Manage numerous mergers and acquisitions, complex plan design features, and unique pricing structures to provide solutions to our clients’ challenges