Ian Bernhard Email & Phone Number

Chicago, IL, US

Rochester, NY (Remote Via Chicago, IL)

Manage institutional relationships to create successful retirement plans with Advisor, TPA and Plan Sponsor partners. Collaborate with EPIC Regional Sales Consultants to build new Advisor and TPA partnerships. Support prospective Plan Sponsors with plan design, roles and responsibilities, and maintaining a retirement plan that best suits their goals and.

Greater St. Louis Area

Manage the operation and conduct sales for a 403(b)(9) denominational pension plan comprised of 600 participating employers with a total asset value over $100M. Job duties include supervising plan operation to ensure all regulatory compliance requirements are met and prospecting new participating employers via cold calls, target marketing and regional.

Greater St. Louis Area

Administered plan operations and customer service for a 403(b)(9) denominational pension plan comprised of hundreds of participating employers and over 1,000 total participants. Job duties included servicing a wide variety of participant requests, educating employers on plan provisions and providing operational support for hundreds of weekly transactions.

Saint Louis, MO

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