Eric Susek Email & Phone Number

Greater Milwaukee Area

Serve as primary contact working with CEOs, CFOs, and Human Resources Professionals on retirement plan design, choosing prudent investment options, and compliance with ERISA tax law. Responsible for over-all client satisfaction and retention on a book of business totaling over $3 billion in assets and $3 million in revenue.

Head of the Institutional Trust Services area in the Wausau Trust Services Office with over $600 million in assets under management. Work closely with company owners, CEOs, and CFOs on retirement plan design, choosing prudent investment options, and following ERISA tax law changes. Conduct employee education meetings.

Serve as the primary liaison between external corporate customers and M&I Trust Company to address issues that arises in the course of business. Familiarize customers with IRS Code, DOL regulations and required legal documents. Work on different relationships ranging from corporate custody, 401(k), Profit Sharing, Money Purchase Pension Plan, Employee.

* Raise cash in Master Trust, 401K, and other retirement accounts for various distributions by selling mutual funds, contacting money managers or completing transfers from corporate bank accounts. * Monitor accounts holdings to ensure investment criteria remains met.* Act as the primary investigator on the cause of all company overdrafts while helping to.

* Audited financial statements for Employee Benefit, Personal Trust, Master Trust, Foundation, and other accounts that utilize more detailed and sophisticated accounting. * Verified performance of accounts by comparing the monthly return to selected benchmark indices.* Acted as a liaison between administration and different areas of the trust system to.

* Completed requirements for Series 7, 63, 65 and insurance licenses. * Prospected individuals in an attempt to help them meet their financial goals. * Analyzed investment opportunities to ensure they meet clients' goals.