Stephen Moyer, Erpa,Qpa Email & Phone Number

Greater Philadelphia Area

ASCENSUS, INC., Dresher, PAAscensus is the largest independent retirement and college savings services provider in the United States, helping 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and.

• Transitioned 380 accounts with value of $1.6B to new trust platform from June to December 2010. Provided fiduciary oversight and initiated new business committee approval procedure for TPAs. Acted as primary source for.
• Completed 2008 review and expansion of the FPTC Employee Benefit Plan Policies and Procedures. Administrative procedures and policies controlling new business acceptance, cashiering functions, trust reporting and risk.
• Implemented Third Party Administrators and Fidelity Relationship Manager training to properly establish new clients and convert existing brokerage platform business to FPTC Trust Platform. Business was experiencing.
• Led Risk Compliance review of FPTC Custody and Trust Agreements in response to business need for less complex documentation. Competitive pressures were mounting from players offering streamlined processes. Reduced.
• Spearheaded business conversion of largest TPA from Custodian product to Directed Trustee product for $150K in additional annual revenue. First Niagara Bank’s trust division was purchased by division management team..

• Increased new business fee revenue for Delaware and South Jersey markets by $75K per year from 1996 to 2001. Implemented comprehensive calling effort targeted at $20MM and larger bank relationships with 80% increase in.
• Designed proactive relationship management strategy to lift customer service rankings above 80% excellent goal. Established regular customer checkpoints based on client asset size. All plans met with Relationship.
• Achieved increased revenue through cross-selling Vested Interest to legacy DCIO (Defined Contribution Investment Only) business on PNC Custody platform. Secured presentations and won new business of $15MM annually.
• Created a proactive reporting and meeting protocol for new client conversions. New client conversions that were expected to complete in 3-4 weeks were lasting up to 8 weeks with significant negative feedback. Within 6.
• Completed Level 1 of Certified Investment Management Analyst certification to improve asset management knowledge. Selected for intensive week of classes at the Wharton School to better advise clients on investment.

B.A, English Language And Literature, General

Education record