Team Lead - Plan Specialist
Current
Oct 2018 - Present
AeroLeads people directory · profile
Casey Jackson Email & Phone Number
Team Lead at EPIC Retirement Plan Services
at
EPIC Retirement Plan Services
1 work email found
@epic1st.com
2 phones found area 618 and 425
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Team Lead at EPIC Retirement Plan Services
Location
Springfield, Illinois, United States
Company size
Who is Casey Jackson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Casey Jackson is listed as Team Lead at EPIC Retirement Plan Services at EPIC Retirement Plan Services, a company with 157 employees, based in Springfield, Illinois, United States. AeroLeads shows a work email signal at epic1st.com, phone signal with area code 618, 425, and a matched LinkedIn profile for Casey Jackson.
Casey Jackson previously worked as Team Lead - Plan Specialist at Epic Retirement Plan Services and Senior Plan Specialist at Epic Retirement Plan Services. Casey Jackson holds Bachelor Of Science (B.S.), Business Administration/Marketing from Southern Illinois University, Edwardsville.
Company email context
Email format at EPIC Retirement Plan Services
This section adds company-level context without repeating Casey Jackson's masked contact details.
{first_initial}{last}@epic1st.com
89% confidence
AeroLeads found 1 current-domain work email signal for Casey Jackson. Compare company email patterns before reaching out.
Profile bio
About Casey Jackson
Casey Jackson is a Team Lead at EPIC Retirement Plan Services at EPIC Retirement Plan Services. They possess expertise in 401k, retirement, employee benefits, defined contribution, recruiting and 7 more skills.
Listed skills include 401K, Retirement, Employee Benefits, Defined Contribution, and 8 others.
Current workplace
Casey Jackson's current company
Company context helps verify the profile and gives searchers a useful next step.
Epic Retirement Plan Services
9 roles
Casey Jackson work experience
A career timeline built from the work history available for this profile.
Senior Plan Specialist
Current
Apr 2018 - Present
Independent Consultant
Currenthttps://cjax.myrandf.comFacebook: Casey Crivea Jackson
Jul 2016 - Present
Plan Specialist
Administration services for defined contribution retirement plans including:- Compliance testing- Employer contributions and allocations- Form 5500 and other IRS form preparation and filing- Trust accounting- Audit assistance- Assisting directly with client and participant needs- Plan document review- Plan document amendments
Sep 2012 - Apr 2018
Plan Sponsor Materials
Retirement Plan Services, Llc
Provided assistance to Plan Specialists and Plan Consultants including:- Plan document amendments- Service agreement amendments- Participant notices- Trust accounting- Form 5500 preparation- Census data- Special projects
Apr 2012 - Sep 2012
Plan Technician
Retirement Plan Services, Llc
Duties assosicated with retirement plan administration including:- Distribution processing- Loan processing- Contribution processing- QDRO calculations- Census data- Eligibilty and vesting- Client communication- Participant communication
Jul 2010 - Apr 2012
Marketing & Participant Services
Retirement Plan Services, Llc
Duties associated with retirement plan administration including:- Creating and editing enrollment material- Preparing investment change material- Coordinating timely delivery of needed marketing material- Assisting participants with questions about their retirement plan- Guiding participants through their account online
Oct 2009 - Jul 2010
Negotiator
Negotiate reimbursements for Blue Cross Blue Shield through Health Care Service Corporation
Oct 2006 - Oct 2009
Sales
Timeshares Only
Web advertisement sales to individuals
Oct 2005 - Feb 2006
Team & coworkers
Colleagues at EPIC Retirement Plan Services
Other employees you can reach at epic1st.com. View company contacts for 157 employees →
WG
Wallace Gibson, Qpa, Qka, Erpa
Colleague at Epic Retirement Plan Services
Dubuque, Iowa, United States, United States
View →
DS
Dave Schmid, Aif®
Colleague at Epic Retirement Plan Services
St Louis, Missouri, United States, United States
View →
DM
Debbie Monacelli
Colleague at Epic Retirement Plan Services
Rochester, New York Metropolitan Area, United States
View →
AS
Andrew Sekulski, Qka
Colleague at Epic Retirement Plan Services
Charlotte Metro, United States
View →
IB
Ian Bernhard
Colleague at Epic Retirement Plan Services
Chicago, Illinois, United States, United States
View →
SM
Stephen Melnyk, Mpa, Crsp (See Licenses Section)
Colleague at Epic Retirement Plan Services
Pittsford, New York, United States, United States
View →
GC
George Curry, Aif Qpa
Colleague at Epic Retirement Plan Services
Omaha Metropolitan Area, United States
View →
RL
Robert Leahy, Cebs, Aif
Colleague at Epic Retirement Plan Services
Geneva, Illinois, United States, United States
View →
AB
Andrew Berretta
Colleague at Epic Retirement Plan Services
Hilton, New York, United States, United States
View →
KK
Kristen Kendall, Qka
Colleague at Epic Retirement Plan Services
Peoria Metropolitan Area, United States
View →
Wallace Gibson, Qpa, Qka, Erpa
Colleague at Epic Retirement Plan Services
Dubuque, Iowa, United States, United States
View →
DS
Dave Schmid, Aif®
Colleague at Epic Retirement Plan Services
St Louis, Missouri, United States, United States
View →
DM
Debbie Monacelli
Colleague at Epic Retirement Plan Services
Rochester, New York Metropolitan Area, United States
View →
AS
Andrew Sekulski, Qka
Colleague at Epic Retirement Plan Services
Charlotte Metro, United States
View →
IB
Ian Bernhard
Colleague at Epic Retirement Plan Services
Chicago, Illinois, United States, United States
View →
SM
Stephen Melnyk, Mpa, Crsp (See Licenses Section)
Colleague at Epic Retirement Plan Services
Pittsford, New York, United States, United States
View →
GC
George Curry, Aif Qpa
Colleague at Epic Retirement Plan Services
Omaha Metropolitan Area, United States
View →
RL
Robert Leahy, Cebs, Aif
Colleague at Epic Retirement Plan Services
Geneva, Illinois, United States, United States
View →
AB
Andrew Berretta
Colleague at Epic Retirement Plan Services
Hilton, New York, United States, United States
View →
KK
Kristen Kendall, Qka
Colleague at Epic Retirement Plan Services
Peoria Metropolitan Area, United States
View →
1 education record
Casey Jackson education
FAQ
Frequently asked questions about Casey Jackson
Quick answers generated from the profile data available on this page.
What company does Casey Jackson work for?
Casey Jackson works for EPIC Retirement Plan Services.
What is Casey Jackson's role at EPIC Retirement Plan Services?
Casey Jackson is listed as Team Lead at EPIC Retirement Plan Services at EPIC Retirement Plan Services.
What is Casey Jackson's email address?
AeroLeads has found 1 work email signal at @epic1st.com for Casey Jackson at EPIC Retirement Plan Services.
What is Casey Jackson's phone number?
AeroLeads has found 2 phone signal(s) with area code 618, 425 for Casey Jackson at EPIC Retirement Plan Services.
Where is Casey Jackson based?
Casey Jackson is based in Springfield, Illinois, United States while working with EPIC Retirement Plan Services.
What companies has Casey Jackson worked for?
Casey Jackson has worked for Epic Retirement Plan Services, Rodan + Fields, Retirement Plan Services (Rps), Retirement Plan Services, Llc, and Blue Cross And Blue Shield Of Illinois, New Mexico, Oklahoma & Texas.
Who are Casey Jackson's colleagues at EPIC Retirement Plan Services?
Casey Jackson's colleagues at EPIC Retirement Plan Services include Wallace Gibson, Qpa, Qka, Erpa, Dave Schmid, Aif®, Debbie Monacelli, Andrew Sekulski, Qka, and Ian Bernhard.
How can I contact Casey Jackson?
You can use AeroLeads to view verified contact signals for Casey Jackson at EPIC Retirement Plan Services, including work email, phone, and LinkedIn data when available.
What schools did Casey Jackson attend?
Casey Jackson holds Bachelor Of Science (B.S.), Business Administration/Marketing from Southern Illinois University, Edwardsville.
What skills is Casey Jackson known for?
Casey Jackson is listed with skills including 401K, Retirement, Employee Benefits, Defined Contribution, Recruiting, Customer Service, Profit Sharing, and Qualified Retirement Plans.
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