Director, Retirement Plan Services
Current Opportunity to help 115 qualified retirement plans, with more than 8,500 employees, over $1 billion in assets and annual revenue of $2.2 million. Achieved a 96% retention rate over 14 years. Point of contact for 10 other advisers within the firm to sell, convert and service retirement plans Developed and implemented a plan sponsor fiduciary training module Lead vendor/provider searches, gather and present provider information in a comparative format Direct and oversee 2 retirement plan advisers, and a support team member Exceeded practice development goals for the past 7 years Develop professional-looking compliance-approved materials for use with prospects and clients Maintain intricate knowledge of multiple retirement plan providers
