Cherry Bird Email & Phone Number

I joined Retirement Plan Concepts & Services, Inc. in November of 2008. I work closely with the Administrators to assist with the daily processing of all distribution requests consisting of loans, hardships, terminations, death, disability and retirement distributions. I also work closely with the clients to ensure that all necessary forms are completed and signed by the authorized signer. When distributions are requested I confirm all available amounts for distribution with the financial institutions and she complete all necessary paperwork to ensure all distributions are processed accurately and timely.

Fort Wayne, Indiana Area

Assist the Sales Team, checking status of orders, processing reports. Also the backup for the Accounts Payable. Coordinated monthly team meetings.