Stephen Boudreau Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

The financial consultants at Strategic Retirement Plan Consultants are registeredrepresentatives with and securities and advisory services offered through LPL Financial, aregistered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC,please refer to 'Contact and Personal Info' section above.Third party posts found on this profile do not reflect the views of LPL Financial and have notbeen reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with Strategic Retirement PlanConsultants are registered to do business, please visit www.strategicretirementplanconsultants.comInvestment Advisor Representatives (IARs) may not accept or post recommendations theyreceive.

Boston, Ma

Responsible for overall management of client relationship for over 50 Defined Contribution Plans. Client size ranges from $3 million to $100 million. Relationships are with the Plan Sponsor as well as with the Financial Advisor.Conduct annual service review and investment review for each client. Set goals and priorities for an annual business plan.Participate in Sales Finals for prospective clients, including 4 recent winsResponsible for Profitability on each client and conducting annual Fee Disclosure/Review with each plan sponsorMaintain a Client Referencability rate over 75% Assist Clients with Non Discrimination Tests, Safe Harbor appropriateness and cost, Profit Sharing and Match calculations, Plan Design, Communication Strategies, increasing participation and responsible for garnering resources for successful problem resolution and coordinating effective communication of resolution to client

Responsible for daily recordkeeping operation as well as overall management of client relationship for 8 Defined Contribution Plans and 2 Defined Benefit Plan. Client size ranges from $50 million to $500 millionConduct semi-annual service review and investment review for each client. Set goals and priorities for an annual business plan. Responsible for hiring and training of plan administration teamSuccessfully managed implementation and ongoing administration of 4 new clientsManaged conversion of book of business to SunGard OmniPlus from OmniPlan with no interruption of service to client nor any financial losses to CitiStreetRestated Prototype Plans onto a new EGTRRA Document for all clientsIncreased profitability on 3 previously unprofitable clientsPresent Plan Administration role and responsibilities to prospective clients in the sales process

Responsible for coordination, supporting, and maintaining the client relationship with full-service clientsCreated and Implemented new Client Review PresentationMined cross selling opportunities and additional investment sales opportunities with existing clientsEducated employees about retirement plans, retirement planning concepts, fund options, and investment principles

Manage relationships for Putnam's Mid-Market broker sold 401(k) plans using proven marketing and communication skillsResponsible for overall client satisfaction and plan profitabilityIncrease plan participation, deferral rates, improve asset allocation, and develop IRA rollover retention strategiesConduct sales Prospect meeting and assist brokers with identifying new business opportunitiesDevelop communication efforts, discuss product enhancements and review plan provisions with each clientEnsure plan compliance with all retirement regulations including ERSA, DOL Guidelines, and Internal Revenue Code

Certificate, Pension Administration

Bachelor Of Arts, International Relations And Affairs