Michael Stacey Email & Phone Number

Dresher, Pennsylvania

• Advise and support financial professionals, business owners, and HR managers of over 200 companies in the management and operation of their 401k and 403b plans• Work closely with HR and payroll representatives to ensure all employee census information is maintained and regularly updated to guard against IRS and DOL compliance guidelines and operational failures. • Proactively reach out to clients to guide them through annual processes to build and retain relationships• Provide expertise and guidance of ERISA regulations to keep company retirement plans in good standing• Served as Year-End Compliance Specialist to assist businesses with final employer calculations and census correction for compliance tests and tax readiness (2021)• Assist plan sponsors, partners, and intermediaries on the utilization of web-based applications and deliver web demonstrations• Interpret 401k Plan Documents, amendments, and continually changing IRS and Department of Labor regulations and provide explanation and guidance to clients• Deliver exceptional client service, consistently achieving 10/10 and 100% scores on client satisfaction surveys year after year.

Mount Laurel, New Jersey

Southampton, Pa

• Originate Home Equity loans, lines of credit, personal loans, and mortgage referrals• Interact with existing and prospective clientele to discuss financial options and help them meet their financial goals • Foster positive relationships with clientele by providing sociable and reliable customer service• Collaborate with colleagues to achieve quarterly goals• Continuously seek ways to learn new skills by attending TD lead professional development seminars

Washington D.C.

• Communicate with constituents via phone calls, faxes/emails and letters• Assort and respond to constituent mail• Assemble daily press clips for all staff to keep up to date with global/state/local affairs• Compose press releases and blog posts for Congressman's website• Greet constituents, organizations representatives, and other staffers• Work with policy advisors on outreach programs to get cosigners for bills

Monmouth County Office

• Volunteer Internship to gain experience in grassroots campaigning and local politics• Collaborated with varying staff representatives to accomplish regional campaign goals• Canvassed potential voters via door-to-door and phone-based communication• Organized and entered collected field data through NJVan• Recruited and scheduled volunteers throughout primary election• Obtained position as Staging Location Director during campaign's critical GOTV weekend

Bachelor Of Liberal Arts, History And Political Science

Study Abroad, History And Political Science