Randy Joyce Email & Phone Number

Greater Philadelphia Area

Retirement Education SpecialistConduct employee enrollment and education meetings for corporate and non-profit entities. Analyze needs of plan by reviewing statistics and discussing needs with plan sponsor. Develop comprehensive education program that is targeted to specific plan requirements, develop and give presentations on topics such as investment allocation, pre-retirement concerns, increasing contributions, etc. Conduct one-on-one and group education meetings for plans ranging from $1million to $1.5 billion.• Participate in finals presentations • Conduct webcasts and electronic device enrollment meetings• Top 3 in the nation for cash flow and rollover

Dresher, Pa

• Served as the main liaison for both plan sponsors and financial advisors. • Worked directly with clients on plan designs, consulting and compliance issues, administration, investment fund mapping, and asset reconciliation. • Assisted Participant Services as Senior Account Representative to create programs that increased productivity. • Worked with investment partners such as Merrill Lynch, American Funds, US Bank. Created program for Participant Services to reduce errors on investment allocation changes.

Fort Washington, Pa

• Developed relationships with plan sponsors and advisors, prepared and presented proposals, developed and participated in lead generation campaigns, analyzed prospect information, prepared illustrations for cross-tested and cash balance plans, recommended plan design or investment changes.• Responsible for book of business well over 60 plans• Part of team that was responsible for analyzing the recordkeeping systems