Founded in 2016, eIRA is an independent, conflict-free provider of automatic rollover IRA services designed specifically for retirement plan third-party administrators (TPAs), advisors, and employer clients. With a mission to streamline reconnecting former employees with their retirement savings, eIRA offers a reliable, technology-driven solution to meet employer fiduciary responsibilities efficiently and effectively.eIRA was established by a team of seasoned retirement plan administrators who understand the operational and regulatory challenges employers face in managing retirement plan assets. By remaining independent and free from offering investment products or advice, eIRA is uniquely positioned to focus entirely on customer needs, delivering continuous innovation and top-tier service.To ensure secure and compliant custody for rollover accounts, eIRA partners with American Trust Custody (formerly MidAtlantic Trust), a trusted leader in IRA services and technology. This collaboration allows eIRA to provide seamless, high-quality support and peace of mind to TPAs, advisors, and employers as they fulfill their obligations to former employees and their retirement assets.

PenChecks Trust™ is the largest and most trusted independent provider of fully compliant retirement plan distribution services. The experts in Missing Participant and Default IRAs, we help plan providers, plan sponsors and third-party administrators reduce risk, lower administrative costs and increase efficiency.Oversee all processes involved in elevating PenChecks retirement plan services sales – Including missing participant auto-rollover IRAs, uncashed checks, and pension benefit payment processing services. Attend trade shows (ASPPA/NIPA/NAPA) and sales conferences to maintain up-to-date knowledge and network with industry contacts. Competitively prospect new business in eleven state territory.

Responsible for selling DST Retirement Solutions products and services within the defined contribution marketplace for financial institutions, advisors, sponsors, and plan providers. The sales process consists of introducing, proposing, pricing, and closing the sale of DST Retirement Solutions products and services while continually servicing existing accounts. * Continue to exceed sales and new business goals each year.* Provide on-site and Web-based technical training to new and existing clients.* Research and compile a list of sales leads from trade shows, Web sites, and other sources.* In-person calling efforts average 50% of working days.

Registered Investment Advisor (RIA). Generated, qualified, and closed leads for money management service.

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