Erika Chavez work email
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Erika Chavez personal email
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
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Senior ConsultantPrincipal Financial Group Mar 2023 - PresentDes Moines, Iowa, Us -
Independent OwnerAbacus 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
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Senior Account ExecutiveLockton Companies Aug 2006 - Jul 2012Global, 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 -
Independent OwnerEmc 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
Erika Chavez Education Details
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Abilene Christian UniversityFinance
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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