Grady Crowson, Qka

Grady Crowson, Qka Email and Phone Number

Dedicated to helping you retire with dignity @ PB&H Benefits
Waco, TX, US
Grady Crowson, Qka's Location
Waco, Texas, United States, United States
Grady Crowson, Qka's Contact Details

Grady Crowson, Qka work email

Grady Crowson, Qka personal email

About Grady Crowson, Qka

As a Vice President and QKA at PB&H Benefits, I have over 17 years of experience in administering and consulting on various types of retirement plans, including 401(k), 403(b), 457, and HSA plans. I am deeply passionate about helping individuals secure a financially stable future and providing exceptional service to our clients.My core competencies include managing client relationships, overseeing daily plan administration, coordinating staff training and development, advising and supporting key advisors, and ensuring regulatory compliance. I also enjoy sharing my knowledge and expertise with both our clients and team members, and empowering them to make informed decisions about their financial future. I relish the challenge of resolving issues and delivering high-quality results for our clients.

Grady Crowson, Qka's Current Company Details
PB&H Benefits

Pb&H Benefits

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Dedicated to helping you retire with dignity
Waco, TX, US
Grady Crowson, Qka Work Experience Details
  • Pb&H Benefits
    Pb&H Benefits
    Waco, Tx, Us
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  • Pb&H Benefits
    Vice President
    Pb&H Benefits Jan 2018 - Present
    Waco, Tx, Us
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  • Pb&H Benefits
    Director Of Plan Administration
    Pb&H Benefits Jul 2014 - Jan 2018
    Waco, Tx, Us
    Advise and support key advisorsCoordinate with President for Plan Administration needsSupport and oversee daily plan administrationCoordinate staff training and developmentAssist with plan design an consulting issues with Plan Administrators, Advisors, and ClientsHandle plan departures and plan terminationsManage fee disclosure processSupport Workflow team with any questions on plan related issues
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  • July Business Services
    Senior Client Relationship Manager
    July Business Services May 2007 - Jul 2014
    Waco, Texas, Us
    Oversee elite group of clients with payroll submission, fund changes, enrollment preparation, and required notices and disclosures.Discuss plan designs and illustration with Investment Advisors, CPAs, or other partners.Review year end allocation report with client and implement any action items required.Manage communication between other internal departments and clients as needed to complete plan related tasks.
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  • Sterling Trust Company
    Plan Administrator
    Sterling Trust Company Apr 2006 - May 2007
    Daily Cash ReconciliationCompleted Quarterly valuations for participant's accountsCompleted Year End testingPrepared Form 5500 for client's retirement planAssisted participants and plan sponsors with administrative questions
  • Waco Tribune-Herald
    National/Regional Account Assistant
    Waco Tribune-Herald Jul 2004 - Apr 2006
    Waco, Texas, Us
    Coordinated with advertising agencies for national advertisers to schedule advertising space within the newspaper, or advertising inserts/circulars. Would also coordinate advertising schedule with our mailroom to ensure the correct insert was sent out with the newspaper. Would also coordinate billing and compliance with advertising contract.
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  • Campus Copies
    Co-Owner
    Campus Copies Feb 2002 - Jul 2004
    General Manager - supervised small staff of employeesCFO - prepared all financial statements and worked with local CPA to finalize tax returns.Marketing and advertising director - Generated all marketing materials and advertisement layout. Worked with local newspaper to coordinate advertising schedules

Grady Crowson, Qka Skills

401k Erisa Defined Contribution Retirement Retirement Plan Consulting Employee Benefits Profit Sharing Qualified Retirement Plans Mutual Funds Investments Qka Management Asset Allocation Financial Advisory Pensions Series 63 Customer Service Relius Administration 403 B 457 Plans Defined Benefit Series 7 Crm Benefits Administration Microsoft Office Safe Harbor Nondiscrimination Testing Government Filings Plan Compliance Form 5500 Preparation Form 5500 Series 6 Cpa Fixed Annuities Public Speaking Financial Analysis Microsoft Excel Leadership Process Improvement Social Media Team Building Keoghs Relius Retirement Planning Finance Consulting Strategic Planning Powerpoint Microsoft Word Payroll

Grady Crowson, Qka Education Details

  • Baylor University
    Baylor University
    Finance
  • Hill College
    Hill College
    General

Frequently Asked Questions about Grady Crowson, Qka

What company does Grady Crowson, Qka work for?

Grady Crowson, Qka works for Pb&h Benefits

What is Grady Crowson, Qka's role at the current company?

Grady Crowson, Qka's current role is Dedicated to helping you retire with dignity.

What is Grady Crowson, Qka's email address?

Grady Crowson, Qka's email address is fl****@****hoo.com

What schools did Grady Crowson, Qka attend?

Grady Crowson, Qka attended Baylor University, Hill College.

What are some of Grady Crowson, Qka's interests?

Grady Crowson, Qka has interest in Children, Volunteering, Civil Rights And Social Action, Camping Or Any Outdoor Activity, Education, Gardening/landscaping, Human Rights, Learning New Material For Work.

What skills is Grady Crowson, Qka known for?

Grady Crowson, Qka has skills like 401k, Erisa, Defined Contribution, Retirement, Retirement Plan Consulting, Employee Benefits, Profit Sharing, Qualified Retirement Plans, Mutual Funds, Investments, Qka, Management.

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