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.
• 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.
• Responsible for book of business well over 60 plans
• Part of team that was responsible for analyzing the recordkeeping systems