I am dedicated to supporting our effort of providing flexible retirement plan solutions designed to complement the expertise and value provided by advisors and third party administrators. Together, we can deliver a customized solution that meets the unique needs of employers and their employees.Our key focus includes:• Maximizing administrative fiduciary protection and overall fiduciary support for employers.• Outsourcing of key ongoing administrative tasks associated with running the plan, such as approving loans, distributions and hardship requests and distribution of required notices. • Helping employees overcome behavioral finance challenges through strategic enrollment and ongoing education solutions.• Solutions for all types of defined contribution plans as well as defined benefit plans.****Third-party articles, comments and links to websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon as investment, insurance or financial advice. The Standard and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article, comment or website content. For additional information regarding The Standard, please visit https://www.standard.com/legal-privacy.
Listed skills include Mutual Funds, Customer Service, Series 7, Series 63, and 3 others.