Christopher Zeoli, Qka, Qpa Email & Phone Number

Berwyn, Pa, Us

Berwyn, Pennsylvania, United States

Christopher Zeoli is a Vice President & Senior Retirement Plan Consultant with OneDigital Retirement Services. In this role, Chris is responsible for the design, governance, compliance, and administration of qualified and nonqualified employer-sponsored retirement plans. He works closely with his clients helping them with their fiduciary governance, plan design, evaluating and selecting investment managers and recordkeeping vendors, assisting with compliance issues, and coordinating participant… Show more Christopher Zeoli is a Vice President & Senior Retirement Plan Consultant with OneDigital Retirement Services. In this role, Chris is responsible for the design, governance, compliance, and administration of qualified and nonqualified employer-sponsored retirement plans. He works closely with his clients helping them with their fiduciary governance, plan design, evaluating and selecting investment managers and recordkeeping vendors, assisting with compliance issues, and coordinating participant education strategies. Show less

Malvern, Pennsylvania, United States

I partner with retirement plan advisors and third-party administrators (TPAs) to find an effective retirement plan solution for their clients and prospects. My role also assists in helping advisors and TPAs strategically grow their retirement plan practice by leveraging the Vanguard brand, tools, and resources. My expertise in retirement plan administration uniquely qualifies me to provide value by assisting with complex plan design conversations, investment menu construction, the conversion… Show more I partner with retirement plan advisors and third-party administrators (TPAs) to find an effective retirement plan solution for their clients and prospects. My role also assists in helping advisors and TPAs strategically grow their retirement plan practice by leveraging the Vanguard brand, tools, and resources. My expertise in retirement plan administration uniquely qualifies me to provide value by assisting with complex plan design conversations, investment menu construction, the conversion process, payroll, and fiduciary best practices. Show less

Malvern, Pa

As a Sr. Conversion Manager, I was responsible for overseeing the seamless transition of retirement plans in excess of $200M in assets from one recordkeeping provider to another, ensuring compliance with all regulatory requirements and maintaining client satisfaction throughout the process. This role required a deep understanding of retirement plan administration, excellent communication skills, and meticulous attention to detail.1. Coordinate the conversion process for 401k retirement… Show more As a Sr. Conversion Manager, I was responsible for overseeing the seamless transition of retirement plans in excess of $200M in assets from one recordkeeping provider to another, ensuring compliance with all regulatory requirements and maintaining client satisfaction throughout the process. This role required a deep understanding of retirement plan administration, excellent communication skills, and meticulous attention to detail.1. Coordinate the conversion process for 401k retirement plans, including plan setup, data migration, and implementation of new plan features.2. Serve as the primary point of contact for clients, providing timely updates, addressing concerns, and resolving issues throughout the conversion process.3. Collaborate with internal teams, including sales, operations, and compliance, to ensure smooth execution of conversion projects.4. Conduct thorough analysis of client data to identify discrepancies, reconcile accounts, and ensure accurate transfer of assets.5. Develop and maintain project plans, timelines, and documentation to track progress and ensure completion of conversion projects within established deadlines.6. Stay current on industry regulations and best practices related to retirement plan administration, and ensure compliance with all relevant laws and regulations.7. Provide training and support to clients on new plan features, investment options, and administrative processes following the conversion.8. Act as a subject matter expert on retirement plan conversions, providing guidance and support to internal teams and clients as needed.10. Represent the company professionally in client meetings, presentations, and industry events, promoting the company's expertise in retirement plan administration and conversion services. Show less

Malvern, Pa

Support the oversight of Vanguard’s mutual funds and advisors and assist in identifying new potential advisors for Vanguard funds. Prepare memos for senior staff and the Board of Directors that provides thorough, concise, and insightful analysis of an advisor’s firm, investment team, portfolio, and performance. Serve as a credible investment representative by providing timely responses to fund/advisor/market questions from internal and external clients. Help shape Vanguard’s investment message… Show more Support the oversight of Vanguard’s mutual funds and advisors and assist in identifying new potential advisors for Vanguard funds. Prepare memos for senior staff and the Board of Directors that provides thorough, concise, and insightful analysis of an advisor’s firm, investment team, portfolio, and performance. Serve as a credible investment representative by providing timely responses to fund/advisor/market questions from internal and external clients. Help shape Vanguard’s investment message by presenting at quarterly analyst forums, market & economic updates, Monday morning department meetings, and monthly fund status updates.  Co-owner of the Portfolio Review Information Database, a key leadership responsibility within the department.  Project lead on Vanguard’s fund performance reporting for senior staff and the Board of Directors. Show less

Malvern, Pa

Contribute to “new” institutional business development by identifying and pre-qualifying potential client’s defined contribution and/or defined benefit plans through vigorous data mining and analysis. Conduct financial statement analysis on prospect to determine the long term viability as a customer. Conduct research on competitor’s comparative fund offerings, services, fees, and key strengths and weaknesses to assist Sales Executive in the formulation and execution of their sales strategy… Show more Contribute to “new” institutional business development by identifying and pre-qualifying potential client’s defined contribution and/or defined benefit plans through vigorous data mining and analysis. Conduct financial statement analysis on prospect to determine the long term viability as a customer. Conduct research on competitor’s comparative fund offerings, services, fees, and key strengths and weaknesses to assist Sales Executive in the formulation and execution of their sales strategy. Provide analysis to sales executives, consultants, and prospects of Vanguard’s relative fund performance versus benchmarks/competitors/peer group averages using Morningstar Direct and other databases. Be able to research and explain deviations in performance. Data-mine various market databases, and provide on-demand custom reporting for Sales Executives based on current market events. Develop and cultivate relationships with prospects/consultants/advisors during pre- & post- sales activities. Lead and actively manage multiple elements of the Request For Proposal (RFP) process, ensuring that assigned team adheres to strict deadlines. Extensive work in revenue recognition and pricing models to develop and prepare competitive end-user fee proposals. Extensive work in revenue recognition and pricing models to develop and prepare competitive end-user fee proposals.  Led new business opportunity that resulted in a $100 million investment “win.” Show less

Malvern, Pa

Responsible for overseeing the day-to-day administration of 15 college/university/health system sponsored retirement plan clients, with assets totaling approximately $5 billion. Generated ad-hoc reports & queries for quantitative plan audits and assisted clients with account reconciliations, adjustments, and remittance amounts. Conducted periodic audits to ensure plans were operating in compliance with plan documents and IRS regulations. Worked extensively with auditors in the preparation of… Show more Responsible for overseeing the day-to-day administration of 15 college/university/health system sponsored retirement plan clients, with assets totaling approximately $5 billion. Generated ad-hoc reports & queries for quantitative plan audits and assisted clients with account reconciliations, adjustments, and remittance amounts. Conducted periodic audits to ensure plans were operating in compliance with plan documents and IRS regulations. Worked extensively with auditors in the preparation of client’s annual Department of Labor 5500 financial filing. Excellent communication skills, composure, and presence were required due to interaction with senior level managers/directors. Co-led project team responsible for the recordkeeping conversion of the Jefferson retirement plans to the Vanguard platform.  Worked 15+ benefits fairs a year to educate and promote client’s retirement plan benefits to its employees. Show less

Malvern, Pa

Responsibilities included the marketing and establishment of employer-sponsored plans for small-business and non-profit organizations. Knowledge of ERISA, IRS, and DOL rules/regulations and the competitive landscape were essential for job performance.  Developed a departmental database to track leads, new business, and client cash flows to help forecast budgets, client trends, and win/loss success. Conducted periodic competitor analysis of the retirement plan industry and presented… Show more Responsibilities included the marketing and establishment of employer-sponsored plans for small-business and non-profit organizations. Knowledge of ERISA, IRS, and DOL rules/regulations and the competitive landscape were essential for job performance.  Developed a departmental database to track leads, new business, and client cash flows to help forecast budgets, client trends, and win/loss success. Conducted periodic competitor analysis of the retirement plan industry and presented findings to Sr. Management. Show less

Responded promptly and accurately to inquiries regarding shareholder accounts. Assisted investors’ with the development of investment objectives and aided callers in determining which funds were appropriate for their investment goals based on their time horizon and respective risk tolerance. Maintained an in-depth knowledge of over 60 mutual funds offered to employer-sponsored retirement plans. Worked extensively with Access and Excel to generate productivity reports for the department’s… Show more Responded promptly and accurately to inquiries regarding shareholder accounts. Assisted investors’ with the development of investment objectives and aided callers in determining which funds were appropriate for their investment goals based on their time horizon and respective risk tolerance. Maintained an in-depth knowledge of over 60 mutual funds offered to employer-sponsored retirement plans. Worked extensively with Access and Excel to generate productivity reports for the department’s manager. Show less

San Francisco, Ca

Worked in the Institutional Equity Sales department. Duties included performing analysis on companies in Eastern Europe, Africa, Asia, and other emerging markets. Basic computer data entry of client’s weekly trades as well as tracking trader’s year-to-date business with clients. Attended morning meetings with industry analysts to gather economic and corporate data for the upcoming day. In addition, rotated through the Investment Banking and Derivatives departments to gain experience in… Show more Worked in the Institutional Equity Sales department. Duties included performing analysis on companies in Eastern Europe, Africa, Asia, and other emerging markets. Basic computer data entry of client’s weekly trades as well as tracking trader’s year-to-date business with clients. Attended morning meetings with industry analysts to gather economic and corporate data for the upcoming day. In addition, rotated through the Investment Banking and Derivatives departments to gain experience in other business lines. Show less

Mba, Finance Concentration

Ms, Finance & Accounting

Activities and Societies: Men's Varsity Soccer, Volunteer Income Tax Assistance Program (VITA)