Phyllis R. Email & Phone Number

Arlington, VA, US

Virginia, United States

• Conducts standardized NRECA-sponsored PIRC presentations for employees and executives of member organizations. Presents and leads the formal program, answer attendee inquiries and provide one-on-one consulting with.
• Responds to requests generated through planners, seminars and member contact services (toll-free # and general email box).
• Assesses the need for and refers appropriate participants to PIRC services for written retirement plans.
• Assesses the need for and creates individualized written asset allocation plans for participants.
• Gathers and shares intelligence concerning competitive 401(k) plan administrator service providers and investment offerings. Participates in employer-and board-level discussions and presentations regarding PIRC.
• Executes ongoing relationship management strategy to maintain a high level of engagement, satisfaction and assists in the retention/conversion of pension assets. This strategy includes documenting conversations with.

Services as primary customer contact for specific sponsored plans; Handles more complex and sensitive casesResolves service and communication issues through direct contact with sponsors, other customers and internal functional units (money in, money out, technical services)Participates in relationship management with plan sponsors and.

Greater Denver Area

• Resolved issues with varied assets levels of plan sponsor and adviser clients, including inquiries on compliance, plan administrator website content, reporting, audits, re-pricing of contracts, broker commissions.
• Streamlined workflows guiding NFP segment through the statement review process. Provided final release notice to move segment statements to production quarterly.
• Developed unique job aid to document the process of assessing plan fees to make payment to adviser and Empowers record-keeper fees. Enhanced workflows to provide efficiently processed deliverable's.
• Delivered high-caliber client service; provided daily and monthly customized reconciliation reports which detailed plan and participant transactions.
• Coordinated operational enhancements, researched historical transactions, and collaborated with clients.
• Consulted with financial advisers and plan sponsors to coordinate participant required notices.

Dallas/Fort Worth Area

Managed tech implementations across brokerage financial center: TTA formerly The Training Associates | Contract Tech Trainer | Instructional Design  Aegis Communications LLC | UHC Medicare Advantage Plans Sales, Licensed Agent  TransAmerica Life & Insurance Company | Licensed Life Agent Acceleration Retirement | Account Executive Connections |.

Westlake TX

• Collaborated with clients on overall plan design, product and service offerings, plan administration, and investment opportunities. Identified unique client challenges, utilized Fidelity value proposition and practices.
• Managed adviser 401(k) market book of business comprised of 50 mid-tier plans with asset volumes ranging from $50 mil to $100 mil.
• Led strategic client meetings providing fiduciary guidance at client corporate office and via conference calls.
• Played a key role as a champion of Fidelity product and services to increase plan sponsor satisfaction and to create profitable growth within the existing client base.

Charlotte, North Carolina

Marketed defined contribution plans, IRAs, and Keogh's. Educated participants on administrative guidelines pertaining to the distribution of accumulation plans. Provided tax deferred annuity, required minimum distribution, and retirement illustrations. Successfully worked in a matrix organizational structure, developing relationships with all levels of.

Dallas/Fort Worth Area

Consultative sales of investment products; variable annuities, mutual funds, IRA's, 529 plans and certificates of deposit. Functioning bank representative at community associations, networking events and participated in local charitable functions to expand market presence.

Waltham MA

Marketed Defined Contribution plans, IRA’s, 529 plans, managed asset allocation plans, life insurance and long-term care.Managed book of business comprised of state and local governmental employees throughout Massachusetts townships. Partnered with HR personnel to deliver educational presentations, group meetings, benefits fairs and 1:1 employee meetings.

Master Of Science - Ms, Project Management

Bachelor Of Science - B.S., Business/Corporate Communications