Mari Erb
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Mari Erb Email & Phone Number

Director of Retirement Services and Operations at RPS Retirement Plan Advisors
Location: Austin, Texas, United States 4 work roles 4 schools
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Role
Director of Retirement Services and Operations
Location
Austin, Texas, United States
Company size

Who is Mari Erb? Overview

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Quick answer

Mari Erb is listed as Director of Retirement Services and Operations at RPS Retirement Plan Advisors, a with 5 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Mari Erb.

Mari Erb previously worked as Assistant Manager at Thread and Intern at Demming Financial Services. Mari Erb holds Personal Financial Planning, Financial Advisor from Kansas State University.

Company email context

Email format at RPS Retirement Plan Advisors

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RPS Retirement Plan Advisors

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Profile bio

About Mari Erb

We at RSP Plan Advisors provide professional and educational assistance in the creation and management of 401(k) plans for any business. Using my financial expertise and relationship building skills, my job is to help individuals financially prepare for retirement by leveraging their 401(k) plans. I also deliver operational support to ensure data integrity.

Current workplace

Mari Erb's current company

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RPS Retirement Plan Advisors
Rps Retirement Plan Advisors
Director of Retirement Services and Operations
austin, texas, united states
Employees
5
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4 roles · 15 years

Mari Erb work experience

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Director Of Retirement Services And Operations

Current

Austin, Texas Area

Position is a dual-purpose role. (1) Provides operations support for RPS Retirement Plan Advisors (401(k) business). (2) Delivers 401(k) plan participant services for RPS Retirement Plan Advisors Multi-tasks to accomplish a wide variety of duties through independent and group work. Enters and manages large volumes of data. Delivers individual support and group sessions that motivate 401(k) plan participants to improve their financial future by taking needed actions. Requires attention to detail, a developed mastery of numerous software / technical solutions, and a developed expertise in 401(k) matters. Position focus may be shift over time, given our growing business and changing business needs.NOTE: Recommendations and Endorsements are not accepted or displayed on this profile due to industry rules and regulations for investment advisors.

2018 - Present ~8 yrs 6 mos

Assistant Manager

Thread

Manhattan Kansas

2015 - 2018 ~3 yrs

Intern

Demming Financial Services

Aurora, Ohio

I was presented the opportunity to work in a Fee only firm under four great CFP's. I was able to recieve training in several planning softwear such as Lazer and eMoney. Also undertook several projects to improve work flow in everyday opperations.

Jun 2017 - Aug 2017

Assistant Manager

Great Bend, Kansas

2012 - 2015 ~3 yrs
4 education records

Mari Erb education

Personal Financial Planning, Financial Advisor

Activities and Societies: Financial Planning Association AFCPE TD Ameritrade

FAQ

Frequently asked questions about Mari Erb

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What company does Mari Erb work for?

Mari Erb works for RPS Retirement Plan Advisors.

What is Mari Erb's role at RPS Retirement Plan Advisors?

Mari Erb is listed as Director of Retirement Services and Operations at RPS Retirement Plan Advisors.

Where is Mari Erb based?

Mari Erb is based in Austin, Texas, United States while working with RPS Retirement Plan Advisors.

What companies has Mari Erb worked for?

Mari Erb has worked for Rps Retirement Plan Advisors, Thread, Demming Financial Services, and Hibbett Sports.

How can I contact Mari Erb?

You can use AeroLeads to view verified contact signals for Mari Erb at RPS Retirement Plan Advisors, including work email, phone, and LinkedIn data when available.

What schools did Mari Erb attend?

Mari Erb holds Personal Financial Planning, Financial Advisor from Kansas State University.

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