Erika Chavez

Erika Chavez Email and Phone Number

Senior Consultant @ Principal Financial Group
Erika Chavez's Location
Euless, Texas, United States, United States
Erika Chavez's Contact Details

Erika Chavez personal email

n/a
About Erika Chavez

I’m a highly responsive retirement plan consultant with over 20 years experience focused on doing what’s most important – meeting client needs and keeping their best interests in mind. With a deep passion for my work, I thrive on solving complex problems, and bring a meticulous eye and cheerful attitude to each of my assignments. My colleagues know me as an attentive and adept project leader who can quickly identify areas to reduce risk and help you avoid noncompliance surprises. I formed Abacus Retirement Plan Consulting to provide smart sourcing solutions that help clients effectively manage their 401(k), pension and nonqualified plans. With employee benefit plans, it’s no secret that the devil is in the details. When there just aren’t enough hours in the day or staff resources available, you need a trusted partner like Abacus RPC to manage your operational tasks and specific projects. Details are our specialty.If your company needs a short- or long-term “in-house” solution for your retirement plan administration, we believe you’ll be thrilled with the attentive service you receive from Abacus RPC. Your plan is our top priority.Former: Series 6, 63, 65Current: Group 1

Erika Chavez's Current Company Details
Principal Financial Group

Principal Financial Group

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Senior Consultant
Erika Chavez Work Experience Details
  • Principal Financial Group
    Senior Consultant
    Principal Financial Group Mar 2023 - Present
    Des Moines, Iowa, Us
  • Abacus Rpc, Llc
    Independent Owner
    Abacus Rpc, Llc Oct 2012 - Apr 2023
    - SPECIAL PROJECTS:Abacus RPC will support, M& A, payroll implementation, vendor selection and implementation p.o.c., Employee Plan Compliance Resolution Correction support (VCP / Self Correction), IRS & DOL regulatory audit support, Employment Handbooks and much more.- ANNUAL COMPLIANCE SUPPORT- ADMINISTRATIVE AND OPERATIONS REVIEW- RETIREMENT PLAN OVERSIGHT- INTERNAL OPERATIONS SUPPORT
  • Lockton Companies
    Senior Account Executive
    Lockton Companies Aug 2006 - Jul 2012
    Global, Us
    - Client Relationship Management - Compliance - Administrative / Operational- Risk Management- Acquisitions, Mergers, Freeze, Termination- Plan Conversion / Transfer- Audit (DOL / IRS)- Investments- Vendor Search / Plan Pricing / Revenue Analysis- Vender Partner Due Diligence Site Visits
  • Emc Presentation & Consulting
    Independent Owner
    Emc Presentation & Consulting Aug 2004 - Jul 2006
    - Educational Seminars 401(k) / 403(b) / DB (Live / Webcast): Enrollment, Investment, Market Volatility Meetings (grps. of 10 - 75 employees per mtg.)- One-on-One sessions with employees to guide them on their retirement investment options- Responsible for Maintaining Professional Standards set by the Client.

Erika Chavez Skills

Investments Vendor Management Financial Services Management Retirement Planning Retirement Strategic Planning Mergers And Acquisitions Business Planning Customer Service Crm Finance Erisa Project Management Compliance Customer Relationship Management Complex Operations Plan Design

Erika Chavez Education Details

  • Abilene Christian University
    Abilene Christian University
    Finance

Frequently Asked Questions about Erika Chavez

What company does Erika Chavez work for?

Erika Chavez works for Principal Financial Group

What is Erika Chavez's role at the current company?

Erika Chavez's current role is Senior Consultant.

What is Erika Chavez's email address?

Erika Chavez's email address is ec****@****ton.com

What schools did Erika Chavez attend?

Erika Chavez attended Abilene Christian University.

What are some of Erika Chavez's interests?

Erika Chavez has interest in Southlake Community Band (Clarinet), Bikram Yoga.

What skills is Erika Chavez known for?

Erika Chavez has skills like Investments, Vendor Management, Financial Services, Management, Retirement Planning, Retirement, Strategic Planning, Mergers And Acquisitions, Business Planning, Customer Service, Crm, Finance.

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