Jared Needelman Email & Phone Number

Farmington, CT, US

Farmington, CT

• Developed and manage the MJP Online Advisory Services platform for investors seeking a simple low-cost investment solution for their wealth planning needs.
• Direct multiple projects in process, design, and implementation to improve the efficiency and effectiveness of ongoing client operations.
• Consult on new software/hardware integration and upgrades to existing infrastructure and supervise their setup.
• Design and implement processes and workflows to monitor new and ongoing… Show more
• Design and implement processes and workflows to monitor new and ongoing business for quality assurance purposes.
• Work with advisors on building client relationships and act as the point of contact for new client onboarding and servicing of existing clients.

Springfield, Massachusetts Area

• Challenged individual requests for surrender of their retirement benefits by reviewing the wide range of retirement options and tax implications tied to distributions.
• Guided individuals on their group retirement benefits and IRS tax guidelines relative to taking withdrawals.
• Engaged participants to promote the benefits of maintaining their retirement accounts at MassMutual.
• Demonstrated significant knowledge of investment products with an emphasis on deferred compensation… Show more
• Demonstrated significant knowledge of investment products with an emphasis on deferred compensation, and defined contribution plans along with an understanding of specific plan provisions and legislative regulations.
• Provided on-site service and education to assigned client base to expand participation, increase savings levels, retain current participant base, and enhance the client’s investment knowledge. Show less

Windsor, CT

• Compared the benefits of long-term investing verses distributions resulting in taxes and for certain individual’s penalties by educating participants on their retirement options.
• Provided personalized pre-retirement counseling, guidance, & assistance to retirees in selecting the most appropriate distribution options to meet their individual needs.
• Assisted clients in achieving accumulation and retirement needs and goals while preserving the client relationship.
• Promoted the… Show more
• Promoted the value of costs, services and array of investments centered on the clientele goals.
• Promoted the benefits of the Voya investment services for qualified leads for the purposes of asset retention. Show less

Windsor, CT

• Demonstrated exceptional skills in servicing participants with their retirement plan and transaction requests.
• Educated plan participants on retirement benefits and laws while still employed or separated from service.
• Provided guidance on plan features and investment tools used for achieving success with their long-term savings.
• Identified eligible participants for the Investment Management team for further investment opportunities.
• Regularly achieved all annual New… Show more
• Regularly achieved all annual New Enrollment, Cash Flow and Retention and other assigned goals.

Windsor, CT

• Communicated with plan sponsors regarding irregularities on corporate enrollment forms to expedite processing.
• Analyzed non-profit enrollment applications and setup participant profiles in the Voya database for future funding.
• Supported the Plan/Policy Service Coordinators with underwriting of new 401(k) corporate retirement plans.
• Assisted colleagues with internal and external audits by researching the databases to locate requested information.
• Ensured 401(k) retirement… Show more
• Ensured 401(k) retirement plans were completed by their deadline to be launched and receive new funding.

Windsor, CT

• Collaborated to establish guidelines and processes for the service team.
• Supported account managers with implementing new government retirement plans and onboarding participants.
• Compiled new processes to in response to change with the IRS 403(b) regulations.
• Continually conducted technical training for team and department on regulatory and procedural updates.
• Developed Excel program to track trends in day to day operations to maximize team resources.
• Created… Show more

Bachelor Of Science, Business Management

Activities and Societies: Delta Sigma Pi

Education record