Greg Fowler Email and Phone Number
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Greg Fowler personal email
Greg Fowler phone numbers
Service delivery executive focused on delivering an amazing experience and meeting / exceeding client expectations.Focused on connecting health and wealth - helping Americans see their HSA as a retirement planning tool to be used alongside their 401(k) or other traditional retirement vehicles.I have an extensive background in the retirement industry coupled with HSA experience.Focusing on delivering an excellent experience for my team and our partners / employers.
Healthequity
View- Website:
- healthequity.com
- Employees:
- 501
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Director, Health Plan SolutionsHealthequity Aug 2024 - PresentDraper, Ut, Us
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Vp, Health Plan PartnershipsHealthequity Feb 2021 - Aug 2024Draper, Ut, Us
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Svp, Enterprise Service DeliveryHealthequity Feb 2020 - Jan 2021Draper, Ut, Us
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Vice President, Partner ServicesHealthequity Nov 2017 - Feb 2020Draper, Ut, Us
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OwnerThe Fowler Group Jan 2016 - PresentOperations and leadership consulting. Provide support to retirement plan clients.
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PartnerKfm Brands Jan 2019 - Dec 2023Murray, Utah, Us -
Senior Vice President, RetirementNational Benefit Services, Llc Jan 2017 - Nov 2017Salt Lake City, Ut, Us -
Vp Operations, Retirement ServicesNational Benefit Services, Llc Apr 2011 - Jan 2017Salt Lake City, Ut, UsOversee all operations in the Retirement (ERISA and Non-ERISA) and Document departments. Member of the Senior Leadership Team that leads the company. Manage all aspects of the the company's internal retirement plan from plan documents to annual filings to investments and education. Participate on Investment Advisory Committees for a few clients.
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Director Of Retirement OperationsNational Benefit Services, Llc Aug 2008 - Apr 2011Salt Lake City, Ut, UsResponsible for overseeing all Retirement Operations. Actively involved in strategic planning for the company. Work closely with team manager in setting goals for them and their teams. Manage relationships with financial institution partners. Manage all new initiatives in the Retirement department. Oversaw the completion of the EGTRRA Document Restatement project for all retirement plans in 2008.
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Team ManagerNational Benefit Services, Llc Apr 2003 - Aug 2008Salt Lake City, Ut, UsHandle all incoming business for the John Hancock and Select teams, including requesting the transfer of assets from prior record-keepers, rebuilding our internal system for new plans, and working closely with financial professionals in finalizing the sale of retirement plans. Work closely with accounting department to manage the accounts receivable for all clients on my team. Manage a team of administrators and assistant administrators.
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Retirement AdministratorNational Benefit Services, Llc Jan 2002 - Apr 2003Salt Lake City, Ut, UsHandled the administration for over 150 retirement plans, performing year-end compliance testing, complex profit sharing calculations, and 5500 annual filings. Processed distribution and loan requests for all clients, including processing of 1099R, 1096 and 945 filings at year-end.
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Assistant Retirement AdministratorNational Benefit Services, Llc Nov 2000 - Jan 2002Salt Lake City, Ut, UsAssisted administrator in the processing of over 200 retirement plans each year. Created an automated system for sending out paperless confirms to all clients and implemented system company-wide.
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Customer Service RepresentativeZions Bank Aug 2000 - Nov 2000Salt Lake City, Utah, UsProvided customer support in a fast-paced environment. Led the branch in selling of additional bank products. Participated in the opening and closing of the branch each day, including the balancing of finances at the end of the day and preparation of the branch at the beginning of the day.
Greg Fowler Skills
Greg Fowler Education Details
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Brigham Young UniversityBusiness Administration -
University Of PhoenixAccounting
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University Of UtahMathematics
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Hillcrest High School
Frequently Asked Questions about Greg Fowler
What company does Greg Fowler work for?
Greg Fowler works for Healthequity
What is Greg Fowler's role at the current company?
Greg Fowler's current role is Health Plan Solutions at HealthEquity with expertise in Health and Retirement Benefits.
What is Greg Fowler's email address?
Greg Fowler's email address is gr****@****its.com
What is Greg Fowler's direct phone number?
Greg Fowler's direct phone number is +180153*****
What schools did Greg Fowler attend?
Greg Fowler attended Brigham Young University, University Of Phoenix, University Of Utah, Hillcrest High School.
What skills is Greg Fowler known for?
Greg Fowler has skills like Retirement, Employee Benefits, Retirement Planning, 401k, Management, Leadership, Strategic Planning, Pensions, Investments, Benefits Administration, Microsoft Office, Customer Service.
Who are Greg Fowler's colleagues?
Greg Fowler's colleagues are Cierra Gregersen, Andrew C Smith, Regina Green, Lynnae Jensen, Matthew Stevens, Wendy Nielson, Chris Burton.
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