Retirement Plan Administration
CurrentEstablish and maintain retirement plan accounts from sole proprietor plans to plans of over 500 employees, consult with plan sponsors and advisory committees on plan features and changes, train plan sponsors and participants on plan and website features, establish new mutual fund accounts and serve as liaison with asset custodians, and serve as account manager for plans associated with John Hancock, ING, American Funds, Transamerica, Principal Financial, and First Mercantile.