Nancy Michael Email & Phone Number

Greater Los Angeles Area

We manage the fiduciary duties for retirement plan sponsors to ensure that retirement plans are run for the benefit of the participants. That includes ensuring deferrals are based on the correct definition of compensation, contribution amounts are not exceeded, deferrals are deposited timely so that the appropriate interest can be earned. We make sure all notices and other paperwork are sent to participants on time. By taking on the fiduciary duties, we not only help the participants, but spare the plan sponsor the costly fees and penalties for plan fiduciary errors. No small feat, since the average fine/penalty in 2013 from the DOL was $600,000.

Is your company or non-profit great or just good? We know the difference and have 30 years experience in helping entities change from "just okay" to great. Knock your clients or donors socks off!

Los Angeles, California, United States

Build a Great Company or Non-ProfitGreat companies focus on the client. They provide top quality products/services clients need. Great companies create a client experience that knocks their socks off. What makes a great non-profit? A board that understands their roles and responsibilities and acts on them. Successful non-profits are donor-centric. They create the donor experience that keeps donors involved, engaged and participating in your cause over the long term.

Tarzana, Ca

Developed marketing programs for pension administration and actuarial software, including strategic planning and implementation, marketing communications, as well as advertising and public relations. Handled all trade shows, including booth design, marketing tools, lead generation tools and measurement metrics.

Pasadena, Ca

Corporate communications function. Developed and managed strong communications program to translate corporate values.messages, and vital information to all Water Division employees. Developed change management communications for a variety of levels of employees from manufacturing, through sales and distribution. In addition, developed videos to spotlight Water Division heroes during periods of crisis, such as the Northridge, California earthquake. Developed and managed annual Communications Dinners in different locations to bring together employees and management to celebrate the year's events and create dialogue for the upcoming year's goals and objectives.

Santa Barbara, California Area

Developed and implemented strategic marketing plans for pension and actuarial software products, provided brand/identity development and management, and developed/implemented marketing communications for clients and prospective clients.Collaborated with sales department to insure consistent and uniform messages and smooth operating team. Organized and built strong user groups nationwide to encourage feedback and ideas for product enhancements.

Master'S Degree, Languages

Bachelor'S Degree, Languages