Client Services Manager
CurrentWorking directly with retirement accounts, serving several points of contact from Advisors, Client Owner as well as the Plans chosen Platform. This role requires me to be available to answer questions from any point of contact at any moment. Maintain and review the plan document with the Client.Ongoing process of reviewing my group of plans to ensure they pass the ACP/ADP testing. Work closely with the client to gather the appropriate information to seek an accurate assessment each year to completion of filing the 5500 timely. This role has helped me understand full circle from the implementation of a plan to watching the plan in action and making adjustments where they may be needed.
Oct 2022 - Present
