Nancy Arevalo Email and Phone Number

Details provided upon request

401(a), 401(k), 403(b), 457 and NQDC plans.Responsible for preparation and management of plan documents, summary plan descriptions, investment documents and other related documents for new and existing clients.Responsible for set-up of record-keeping system for new clients and record-keeping updates for existing clients.Responsible for providing plan design guidance and consulting to the field and to the client in order to accommodate goals and objectivesResponsible for all plan related work related to mergers of plans during merger and acquisition transactions in order to ensure that all accrued benefits are protectedResponsible for completing plan filing packages for IRS determination lettersMultiple internal projects. Description provided upon request.

Provided individual retirement counseling to TIAA-CREF participants. Handling of in-bound telephone sales and service inquiries for Retail Mutual funds, IRA’s, 403b plans, 401k plans, 457b plans, life Insurance and annuities.Providing investment advice to participants in order to offer suitable investment options based on financial goalsPreventing and resolving of customer concerns and complaintsRetention of business by offering alternatives to customer concernsIdentifying Sales opportunities during service contact and assisting in choosing a suitable investment optionsEnsuring that NASD, SEC and State insurance department regulations were complied with at all timesMaintaining an ongoing knowledge of changing products, competition and industry trendsProviding of exceptional customer service in order to retain assets and attract new customers

Details provided upon request