Melissa Yancy Email & Phone Number

I love the pension business and supporting clients in reaching their goals. I have 18 years experience in both balance forward and daily settings in all facets of third party administration of defined contribution plans (401(k), Multiple Employer Plans, 403(b), Profit Sharing, and Money Purchase) with anywhere from 1 to 6,000 participants. I have put that experience to good work with ftwilliam.com.I have experience working with Nationwide, Transamerica, Great West, ING, Hartford, John Hancock, Met Life, Mass Mutual, American Funds, Symetra, Charles Schwab and AUL/One America.I enjoy the problem solving, research and satisfaction that goes with aiding my clients in finding areas where they can optimize their plan design, get the greatest benefit from their financial house, and correct any plan operational or document issues. My most recent software experience includes Relius and ftwilliam. I have been the office resource for software questions and I am well versed in Microsoft and Adobe products, as well as Crystal Reports. As a resource, I get great satisfaction in supporting my associates.

Listed skills include Form 5500 Preparation, Nondiscrimination Testing, Relius Administration, Government Filings, and 20 others.

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  Spring Lake Park High School

  Genreral Studies