Denise Schilling Email & Phone Number

Greater Denver Area

Specializing in luxury, investment, and probate properties as well as first time homebuying, upsizing and downsizing.

I understand that buying or selling a home is more than just a transaction: it’s a life-changing experience. That’s why I am dedicated to providing exceptional, personalized service for all of my clients. I take great pride in the relationships I build and always work relentlessly on the client’s behalf to help them achieve their real estate goals.

Greater Denver Area

Resolve complex issues with all levels of clients including compliance, plan documents, the plan admin & advisor website, tax reporting, broker commissions, investment options, plan fees, and all related SEC and IRS guidelines.Proactively communicates essential recordkeeping information each plan year including compliance testing results, plan amendment requests, plan design issues, regulatory changes, and product enhancements.Communicate with advisors & plan sponsors regarding efficiency training and education, helping them manage and grow their business.Train new hires; authored a training document on product & plan website reports and annual plan reviews.

Greater Los Angeles Area

Responsible for routine service which includes the preparation of investment reviews, request for proposals, fee benchmarking, and the reviewing of compliance materials such as 5500s and other fiduciary documents.Analyze investment options in the designing and maintenance in the fund menu for qualified retirement plans.Develop RFPs. Analyze and compare proposals in preparation for client presentations.Review of required documents (service agreement, IPS, etc) and help clients in maintaining compliance. Assist clients with methods to pass non-discrimination testing.Coordinate investment reviews by updating, reviewing, and analyzing the investment report alongside the previous review’s Executive Summary notes and preparing an agenda for the Producer.

Managed investment plans ranging from $5m to $100m in assets.Researched and analyzed mutual funds for defined contribution plans.Won multiple exceptional customer service. Received letters of praise from clients regarding my patience and friendliness.Remained informed of current legislation and compliance information. Kept clients compliant.