Phyllis Klein Email and Phone Number
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Over 25 years of experience with qualified retirement plans. I have worked extensively with ERISA regulations consulting to plan sponsors on the design and operation of their retirement plans. I worked in the plan administration area for 20 years. Since 2004 I have provided ERISA expertise to Financial Advisors for CAPTRUST a Registered Investment Advisory firm and guide our clients in establishing and executing on fiduciary best practices. I speak frequently at industry events, have served as an expert witness for the Department of Labor and have co-chaired the ASPPA 401(k) Summit in 2010 and 2011. Helping employers create meaningful retirement programs is my passion.Specialties: ERISA plan design and fiduciary compliance for Plan Sponsors and Retirement Plan Committees.
Captrust
View- Website:
- captrustadvisors.com
- Employees:
- 621
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RetireeCaptrust Feb 2022 - Present
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Senior Director, Consulting Research GroupCaptrust Apr 2004 - Feb 2022Provide strategic oversight to several areas within a Registered Investment Advisory practice.
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Senior DirectorCaptrust 2004 - Feb 2022Raleigh-Durham, North Carolina Area
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Plan ConsultantEmjay 1984 - 2004Held numerous position throughout my tenure including managing several internal departments. Worked with early offerings of daily valued, open architecture 401(k) plans. The majority of my career involved plan design consulting to retirement Plan Sponsors and distributing services of this regional record keeping and trust operation through third party channels.
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Plan ConsultantWells Fargo 1998 - 2003I consulted with corporate retirement plans on plan design, ERISA compliance and benefits structures. I was responsible for business development between third party investment professionals and Wells Fargo for plan administration and recordkeeping services.
Phyllis Klein Skills
Phyllis Klein Education Details
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Education
Frequently Asked Questions about Phyllis Klein
What company does Phyllis Klein work for?
Phyllis Klein works for Captrust
What is Phyllis Klein's role at the current company?
Phyllis Klein's current role is Retired Fiduciary Geek.
What is Phyllis Klein's email address?
Phyllis Klein's email address is ph****@****ust.com
What is Phyllis Klein's direct phone number?
Phyllis Klein's direct phone number is +181321*****
What schools did Phyllis Klein attend?
Phyllis Klein attended University Of Wisconsin-La Crosse.
What are some of Phyllis Klein's interests?
Phyllis Klein has interest in Children.
What skills is Phyllis Klein known for?
Phyllis Klein has skills like Qualified Retirement Plans, Retirement Planning, Retirement, 401k, Employee Benefits, Investment Advisory, Defined Benefit, Investments, Mutual Funds, Erisa, Financial Advisory, Pensions.
Who are Phyllis Klein's colleagues?
Phyllis Klein's colleagues are Allie Pennington, Mba, Sara Soule, Tayler Hill, Susan Shoemaker, Cfp®, Megan Loftin, Cfp®, Abigail Russell, Tom Spohn, Cfp®.
Not the Phyllis Klein you were looking for?
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Phyllis Klein
Vice President | Stakeholder Relationship Management |Financial Operations | Business Development | Executive Engagement | Process Improvement | Advisory Board MemberLos Angeles, Ca -
Phyllis Klein
York, Pa2wellspan.org, wellspan.org -
Phyllis Klein
Los Angeles, Ca -
2womenintherapy.com, gmail.com3 +132330XXXXX
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