Denise Dotson Email & Phone Number

Charlotte, North Carolina, United States

Provide concierge experience for Federal employees looking to transfer assets from previous employer plans or IRAs into their Thrift Savings Plan.

Charlotte, North Carolina, United States

● Participants plan for a fulfilled, comfortable life after retirement, with the help of Employer Sponsored Retirement plans and Individual Retirement Accounts, employees and employers both invest retirement savings in the stock market. When life-changing events arise, I underwrite forms and process transactions to assist participants with distributions from their retirement accounts. ● Retirement Plan Services assist employers and participants to house multimillion dollar accounts and reinvest those funds into the stock market. I work directly with participants, employers and Third party administrators to have these funds accessible for participants in times of need despite these accounts being federally regulated with strict guidelines to make withdrawals, providing options such as Hardship withdrawals, loans and unexpected lifestyle exemptions.

● Customers depend on bank staff to be trustworthy and understanding of privacy and security. I bring a positive attitude and initiative to assist with daily transactions, building rapport to start the discussion for a financial conversation. ● Banks rely on risk management to reduce loss and error in every task. I participate in dual control processes to keep my branch in compliance and functioning with minimal error.