Joey Florio, Crpc™, Crc®, Qka® Email & Phone Number

Boca Raton, Fl, Us

Nashville, Us

• Facilitated the development and design of our current 401(k) product offerings to small employers• Created and delivered the communication and education strategy for our 401(k) plan partners• Served as a subject matter expert for 401(k) plan questions from partners• Cultivated and maintained client relationships by communicating with plan sponsors and vendors• Read and interpreted plan document details to resolve service and plan questions

Radnor, Pa, Us

• Developed, maintained and retained existing client relationships by communicating with executive staff and gatekeepers and conducted group meetings and one-on-one consultative sessions with plan participants in Florida• Assisted in developing the communication and education strategy for 457(b) plans to educate participants, increase enrollment and retain participants• Tracked appropriate participant information in proprietary systems, and submitted client-related forms in accordance with policies and procedures• Provided feedback to field management to help identify opportunities for improving the plan’s performance• Obtained CRPC (Chartered Retirement Planning Counselor) designation

• Performed nondiscrimination testing and other compliance services on employee retirement plans to ensure they maintained their tax-favored status• Submitted annual governmental filings on behalf of clients to help them stay compliant with prescribed standards for employee benefits plans• Aggregated, manipulated, calculated and reviewed indicative and custom data for ad-hoc projects

San Francisco, California, Us

• Performed nondiscrimination testing and other compliance services on employee retirement plans to ensure they maintained their tax-favored status• Submitted annual governmental filings on behalf of clients to help them stay compliant with prescribed standards for employee benefits plans• Aggregated, manipulated, calculated and reviewed indicative and custom data for ad-hoc projects • Designed custom total-compensation and gap-analysis statements to be distributed to company employees• Passed RPF-1 and RPF-2 prerequisite exams toward obtaining QKA designation

Greenwood Village, Co, Us

• Developed, maintained and retained existing client relationships by communicating with gatekeepers and conducting group meetings and one-on-one consultative sessions with plan participants in Tennessee• Assisted in developing the communication and education strategy for 401(k), 403(b) and 457(b) plans to educate participants, increase enrollment and retain participants• Conducted detailed payroll discussions to explain options to the director, mayor or other city officials for plans that are sold• Conducted a thorough implementation process to ensure payroll was properly set up for new plan adopters, which included studying joinder agreements, distributing authorization forms and conducting payroll surveys so a subset number can be created for entities• Kept track of appropriate participant information in proprietary systems, and submitted client-related forms in accordance with policies and procedures• Provided feedback to field management to help identify opportunities for improving the plan’s performance• Obtained Series 6 and 63 licenses and CRC (Certified Retirement Counselor) designation

Charlotte, North Carolina, Us

• Surveyed financial institutions across the country to obtain, analyze and then provide data to consumers that is clear and accurate.• Supported electronic commerce solutions with timeliness and precision.• Performed data research and analysis for implementation into Internet systems available to consumers.• Ensured data is accurate, delivered reliable value to consumers and ultimately to paid advertisers.• Provided support and training to other team members.

New York, Ny, Us

• Worked on a team with a wide array of financial planning and analysis responsibilities to support client relationships, which comprised of a $225 million book of business.• Obtained Series 7 and 66 licenses. (Not currently active)• Performed extensive data analysis on separately managed accounts, mutual funds, retirement simulations, and other financial data, using Zephyr analysis and other methods.• Provided detailed research on existing products and their performance, as well as knowledge of new/future products to support brokers and other team members.• Created marketing materials, including the team’s website and sales literature, and met other required technical needs.• Trained new team members.

Bachelor Of Arts, Business Administration

Specialization, Mass Communication

Chartered Retirement Planning Counselor, Financial Planning