Stephen Moyer, Erpa,Qpa
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Stephen Moyer, Erpa,Qpa Email & Phone Number

Client Relationship Manager at Ascensus
Location: Newark, Delaware, United States 3 work roles 2 schools
1 work email found @ascensus.com 3 phones found area 610 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email s****@ascensus.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Client Relationship Manager
Location
Newark, Delaware, United States
Company size

Who is Stephen Moyer, Erpa,Qpa? Overview

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Quick answer

Stephen Moyer, Erpa,Qpa is listed as Client Relationship Manager at Ascensus, a company with 2240 employees, based in Newark, Delaware, United States. AeroLeads shows a work email signal at ascensus.com, phone signal with area code 610, and a matched LinkedIn profile for Stephen Moyer, Erpa,Qpa.

Stephen Moyer, Erpa,Qpa previously worked as Fiduciary Director Employee Benefits at Fidelity Investments and VP Relationship Manager/VP Business Development at Pnc Bank. Stephen Moyer, Erpa,Qpa holds B.A, English Language And Literature, General from University Of Delaware.

Company email context

Email format at Ascensus

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*@ascensus.com
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AeroLeads found 1 current-domain work email signal for Stephen Moyer, Erpa,Qpa. Compare company email patterns before reaching out.

Profile bio

About Stephen Moyer, Erpa,Qpa

Thorough, accomplished Senior Defined Contribution and ERISA Benefits Executive with 15 plus years of experience across both relationship management and fiduciary roles with some of the nation’s premier financial institutions. Enthusiastic advocate of continuous quality improvement and driving results that far exceed business objectives. Subject matter expert possesses significant knowledge of complex plan design, transition management and compliance testing. ◄Business Development► 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 calling activity. Corporate lenders were introduced to fee-based PNC Institutional products which achieved a goal of increasing relationship revenue, and profitability without incurring further credit exposure.◄Fiduciary Oversight► 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 all ERISA Certified Statement questions and audit inquiries. ◄Relationship Management► 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 Managers for check point meetings. Business retention improved from 75% to 93% within 3 years of implementationSpecialties: ▪ Regulatory Compliance▪ Unique Plan Design▪ Strategic Planning▪ IRS/ERISA Regulations▪ Business Development▪ Third Party Administration▪ Outsourcing Projects▪ Custody/Trust Agreements▪ Taft-Hartley Plans▪ Business Conversion▪ Relationship Management▪ Investment Management

Listed skills include Financial Services, Investments, Retirement, Risk Management, and 21 others.

Current workplace

Stephen Moyer, Erpa,Qpa's current company

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Ascensus
Ascensus
Client Relationship Manager
dresher, pennsylvania, united states
Website
Employees
2240
AeroLeads page
3 roles · 31 years

Stephen Moyer, Erpa,Qpa work experience

A career timeline built from the work history available for this profile.

Client Relationship Manager

Current

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.

Apr 2014 - Present

Fiduciary Director Employee Benefits

  • 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..
2008 - 2011 ~3 yrs

Vp Relationship Manager/Vp Business Development

  • 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.
1995 - 2008 ~13 yrs
Team & coworkers

Colleagues at Ascensus

Other employees you can reach at ascensus.com. View company contacts for 2240 employees →

2 education records

Stephen Moyer, Erpa,Qpa education

FAQ

Frequently asked questions about Stephen Moyer, Erpa,Qpa

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

What company does Stephen Moyer, Erpa,Qpa work for?

Stephen Moyer, Erpa,Qpa works for Ascensus.

What is Stephen Moyer, Erpa,Qpa's role at Ascensus?

Stephen Moyer, Erpa,Qpa is listed as Client Relationship Manager at Ascensus.

What is Stephen Moyer, Erpa,Qpa's email address?

AeroLeads has found 1 work email signal at @ascensus.com for Stephen Moyer, Erpa,Qpa at Ascensus.

What is Stephen Moyer, Erpa,Qpa's phone number?

AeroLeads has found 3 phone signal(s) with area code 610 for Stephen Moyer, Erpa,Qpa at Ascensus.

Where is Stephen Moyer, Erpa,Qpa based?

Stephen Moyer, Erpa,Qpa is based in Newark, Delaware, United States while working with Ascensus.

What companies has Stephen Moyer, Erpa,Qpa worked for?

Stephen Moyer, Erpa,Qpa has worked for Ascensus, Fidelity Investments, and Pnc Bank.

Who are Stephen Moyer, Erpa,Qpa's colleagues at Ascensus?

Stephen Moyer, Erpa,Qpa's colleagues at Ascensus include Jason Nus, Lauren Ross, Mya Jones, Shiny Charumathi, and Ronak Patel.

How can I contact Stephen Moyer, Erpa,Qpa?

You can use AeroLeads to view verified contact signals for Stephen Moyer, Erpa,Qpa at Ascensus, including work email, phone, and LinkedIn data when available.

What schools did Stephen Moyer, Erpa,Qpa attend?

Stephen Moyer, Erpa,Qpa holds B.A, English Language And Literature, General from University Of Delaware.

What skills is Stephen Moyer, Erpa,Qpa known for?

Stephen Moyer, Erpa,Qpa is listed with skills including Financial Services, Investments, Retirement, Risk Management, Retirement Planning, Mutual Funds, 401K, and Pensions.

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