Leading provider of 3(16) administrative fiduciary services.

Third Party Administration and 3(16) Fiduciary Administratio

Vice President, Sales Operations for NextStep Defined Contribution, Inc. He is a key contributor for Sales and Business development initiatives within NextStep DC and helps to enhance the solutions and services as a national provider. Steve offers more than 18 years of investment industry experience combined with 16 years of uninterrupted 401(k) industry allegiance. During this time, he has focused on the areas of Business Development, Participant Education, and B2B Communications. Steve helps build NextStep Defined Contribution’s Advisor and TPA distribution networks. He works with large Advisor channels, independent RIA groups and TPAs that may be interested in enhancing their recordkeeping capabilities.

- Develop and align education curriculum to deploy best practice programs and improve retirement readiness, investment decisions and understanding of all plan related benefits for participants.- Responsible for overall participant experience and effectiveness of education programs.- Accountable for overall participation rates, rate of deferrals, and investor diversification.- Implemented and on boarded multiple online investment advice programs and services to support broad participant education and advice strategies.

- Managing all aspects of participant communications and education delivery to over 500,000 participants with over 35 billion dollars in assets under management across all markets segments- Spearheaded the development of new presentation media delivery methods by evolving delivery channels and programs- Refined document control and retention processes transforming retrieval from paper-based to digital environment- Highly successful in achieving desired objectives through teambuilding and employee engagement- Oversight of internal print production including, machinery, fulfillment workflow to service participant correspondence- Documenting areas of internal control for consistency of published financial data

Director, Participant Communications - Marketed and interpreted plan features and service enhancements for new and existing clients, often meeting with key executives •- Ongoing assessment of organizational needs and implementation of new offerings and procedures - Used developmental responsibilities for clients to provide communication statistics for ongoing consultation and assessmentManager, Participant Communications - Responsible for development and oversight of all participant programs and enrollment strategy; responsible for accuracy and content of participant enrollment meetings, materials and financial information including establishing areas of internal control for published financial dataAccount Manager, Retirement Plan Operations- Performed all plan accounting functions including compiling and interpreting quarterly and annual financial statement reconciliations as well as purchases, distributions and amortization of plan loans