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Marcus Conte, Qka, Qpa Email & Phone Number

Retirement Plan Analyst at Retirement Plan Solutions, Inc.
Location: Salt Lake City Metropolitan Area, United States 5 work roles 1 school
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Role
Retirement Plan Analyst
Location
Salt Lake City Metropolitan Area, United States
Company size

Who is Marcus Conte, Qka, Qpa? Overview

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Marcus Conte, Qka, Qpa is listed as Retirement Plan Analyst at Retirement Plan Solutions, Inc., a with 14 employees, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Marcus Conte, Qka, Qpa.

Marcus Conte, Qka, Qpa previously worked as Regional Vice President of Service - Northwest at Pcs Retirement and Service Team Lead at Pcs Retirement. Marcus Conte, Qka, Qpa holds Bachelor'S Degree, Economics from University Of Utah.

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Email format at Retirement Plan Solutions, Inc.

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Retirement Plan Solutions, Inc.

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About Marcus Conte, Qka, Qpa

Marcus Conte, Qka, Qpa is a Retirement Plan Analyst at Retirement Plan Solutions, Inc..

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Marcus Conte, Qka, Qpa's current company

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Retirement Plan Solutions, Inc.
Retirement Plan Solutions, Inc.
Retirement Plan Analyst
cary, north carolina, united states
Website
Employees
14
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5 roles

Marcus Conte, Qka, Qpa work experience

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Regional Vice President Of Service - Northwest

Oversee all retirement plan administrators for the legacy ABG Rocky Mountain group post-acquisition by PCS retirement. Manage and oversee daily operations. Strategize with PCS executives on the best way to operate and provide service to our clients. Continue to run A-Z service on 80 plans of my own.

Apr 2022 - Nov 2023

Service Team Lead

Salt Lake City Metropolitan Area

Managed a team of Relationship Managers from the Legacy ABGRM group after PCS took over. Continued to manage over 100 plans of my own while providing management and mentorship to about 5 other relationship managers.

Dec 2020 - Apr 2022

Pension Consultant

Salt Lake City Metropolitan Area

A-Z relationship manager for 120+ retirement plans, some with upwards of 10,000 participants. Consulted with plan sponsors and business owners with regards to retirement plan design and IRS/DOL regulations. Ran annual administration projects which included contribution calculations, compliance testing and publishing tax forms for entire client block. Served as the main client facing contact for trouble shooting any operational or recordkeeping issues.

Mar 2014 - Dec 2020

Retirement Plan Analyst

Salt Lake City Metropolitan Area

Helped with operational tasks such as processing transactions, placing trades, working through quarterly reconciliations, fund mappings and preparing account statements. Analyzed daily cash reconciliation reports to ensure all mutual fund shares and plan dollars were in balance between recordkeeping and custodian systems. Provided customer service to plan sponsors and plan participants with regards to contributions, distributions, loans, transfers, etc

Mar 2012 - Mar 2014
Team & coworkers

Colleagues at Retirement Plan Solutions, Inc.

Other employees you can reach at rpsi.us.com. View company contacts for 14 employees →

1 education record

Marcus Conte, Qka, Qpa education

FAQ

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Quick answers generated from the profile data available on this page.

What company does Marcus Conte, Qka, Qpa work for?

Marcus Conte, Qka, Qpa works for Retirement Plan Solutions, Inc..

What is Marcus Conte, Qka, Qpa's role at Retirement Plan Solutions, Inc.?

Marcus Conte, Qka, Qpa is listed as Retirement Plan Analyst at Retirement Plan Solutions, Inc..

Where is Marcus Conte, Qka, Qpa based?

Marcus Conte, Qka, Qpa is based in Salt Lake City Metropolitan Area, United States while working with Retirement Plan Solutions, Inc..

What companies has Marcus Conte, Qka, Qpa worked for?

Marcus Conte, Qka, Qpa has worked for Retirement Plan Solutions, Inc., Pcs Retirement, Alliance Benefit Group Rocky Mountain, and Abgrm Now Pcs Retirement.

Who are Marcus Conte, Qka, Qpa's colleagues at Retirement Plan Solutions, Inc.?

Marcus Conte, Qka, Qpa's colleagues at Retirement Plan Solutions, Inc. include Katie Henderson, Denise Parker, Leah Pace, Jamie Bees, and Catherine Houchins.

How can I contact Marcus Conte, Qka, Qpa?

You can use AeroLeads to view verified contact signals for Marcus Conte, Qka, Qpa at Retirement Plan Solutions, Inc., including work email, phone, and LinkedIn data when available.

What schools did Marcus Conte, Qka, Qpa attend?

Marcus Conte, Qka, Qpa holds Bachelor'S Degree, Economics from University Of Utah.

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