Christopher Mathys, Qka, Chfc® Email & Phone Number

Cleveland, Ohio, United States

Partner with investment advisors, tax planners and Third Party Administrators to administer book of over 100 Defined Contribution and Defined Benefit retirement plans, spanning the corporate, tax-exempt and private equity environments. Conduct fiduciary plan reviews, evaluate and enhance plan design, develop and execute employee education campaigns, and monitor plan health metrics over time.Benchmark and analyze plan data, investment offerings, fees, expenses, plan provisions and… Show more Partner with investment advisors, tax planners and Third Party Administrators to administer book of over 100 Defined Contribution and Defined Benefit retirement plans, spanning the corporate, tax-exempt and private equity environments. Conduct fiduciary plan reviews, evaluate and enhance plan design, develop and execute employee education campaigns, and monitor plan health metrics over time.Benchmark and analyze plan data, investment offerings, fees, expenses, plan provisions and service offerings.Managed advisor partner and Plan Sponsor relationships, developing business partnerships, expanding professional network and referral sources and delivering sales presentations Show less

Rocky River, Ohio

Provided full-service retirement plan administration for Defined Contribution and Defined Benefit retirement plans including: Plan document services, compliance testing, tax reporting and audit support. Provided consultation to implement efficient plan design aimed at meeting demographic and business-specific goals; delivered contribution illustrations for tax planning and recommended enhancements for on-going plan administration.Designed and implemented process efficiencies including… Show more Provided full-service retirement plan administration for Defined Contribution and Defined Benefit retirement plans including: Plan document services, compliance testing, tax reporting and audit support. Provided consultation to implement efficient plan design aimed at meeting demographic and business-specific goals; delivered contribution illustrations for tax planning and recommended enhancements for on-going plan administration.Designed and implemented process efficiencies including automating plan administration functions (census retrieval, distribution and loan processing, etc.) and new employee training Show less

Columbus, Ohio Area

Administer public and private-sector, tax advantaged retirement savings plans including: 401(k), 403(b), IRA, and governmental 457(b) plans Consult with plan participants to provide investment education, process securities exchanges and allocation changes, and to resolve grievances. Service-oriented advising contributed to an over 90% average customer satisfaction survey score for 8 years runningProvide personal financial planning for individual retirement savings, liquidity, and… Show more Administer public and private-sector, tax advantaged retirement savings plans including: 401(k), 403(b), IRA, and governmental 457(b) plans Consult with plan participants to provide investment education, process securities exchanges and allocation changes, and to resolve grievances. Service-oriented advising contributed to an over 90% average customer satisfaction survey score for 8 years runningProvide personal financial planning for individual retirement savings, liquidity, and risk-management goalsDeveloped front-line asset retention program, which contributed to consistent growth of net-new-accounts performance metric; increase of 2.5% over last rolling 12 month period Represented field sales at benefits fairs, job site visits, and retirement planning meetingsCreate and foster relationships with clients, business partners, and gatekeepersContributed to team development by implementing service goal-based employee incentive and financial continuing education programs, which have improved both performance metrics and associate engagement scores Show less

Chartered Financial Consultant, Chartered Financial Consultant

Chartered Financial Consultant

Bachelor Of Science (B.S.), Financial Management And Business Forensics

Activities and Societies: Society of Leader Scholars Financial Management