Stephen Ford

Stephen Ford Email and Phone Number

Personal Lines Sales and Client Services @ Goji
boston, massachusetts, united states
Stephen Ford's Location
Shrewsbury, Massachusetts, United States, United States
Stephen Ford's Contact Details

Stephen Ford work email

Stephen Ford personal email

About Stephen Ford

Client Services Analyst IIIMercer HR Services/ Taft Hartley- Oversee client related recordkeeping and plan administration activities for 6 assigned Defined Contribution clients valued at over $80 million in assets. -Daily cash and share reconciliation of Plans including researching and balancing deposits and distributions. - Administer plans to ensure compliance with regulatory and operational policies.- Review and provide peer review of plan valuations, statements and reporting & testing to ensure accuracy.- Maintain client contact and provide problem resolution for assigned clients using verbal and written communication.- Prepare and review quarterly statements, invoices, valuations and trustee reports.- Maintain knowledge and facilitate completion of client reporting & testing requirements.- Interact with internal partners including but not limited to Relationship Management, Compliance, Product Support, Trust, Reporting & Testing, and Participant Services.-Process QDRO, death benefits, as well as loans and contributions to Clients' 401(k) Plans.

Stephen Ford's Current Company Details
Goji

Goji

View
Personal Lines Sales and Client Services
boston, massachusetts, united states
Website:
goji.com
Employees:
114
Stephen Ford Work Experience Details
  • Goji
    Licensed Insurance Agent
    Goji Feb 2015 - Present
    Westborough, Massachusetts
    Property and Casualty sales to individuals in CT, UT, VA, OH, WA, PA, and AL all states in which I am licensed.
  • Mercer
    Client Service Analyst Iii
    Mercer Nov 2007 - Sep 2014
    Norwood, Ma
    Mercer Client Service Analyst III Oct.2007
  • Fidelity Investments
    Analyst
    Fidelity Investments 2004 - 2007

Stephen Ford Skills

Employee Benefits 401k Customer Service Defined Contribution Deferred Compensation Insurance Retirement Microsoft Office Sales Human Resources Payroll Benefits Administration Financial Services Microsoft Word Investments Mutual Funds Financial Analysis Microsoft Excel Risk Management Employee Relations Pensions Retirement Planning Performance Management Erisa Client Services Finance Account Management

Stephen Ford Education Details

  • University Of Southern Maine
    University Of Southern Maine
  • Saint Johns High School
    Saint Johns High School

Frequently Asked Questions about Stephen Ford

What company does Stephen Ford work for?

Stephen Ford works for Goji

What is Stephen Ford's role at the current company?

Stephen Ford's current role is Personal Lines Sales and Client Services.

What is Stephen Ford's email address?

Stephen Ford's email address is fo****@****hoo.com

What schools did Stephen Ford attend?

Stephen Ford attended University Of Southern Maine, Saint Johns High School.

What skills is Stephen Ford known for?

Stephen Ford has skills like Employee Benefits, 401k, Customer Service, Defined Contribution, Deferred Compensation, Insurance, Retirement, Microsoft Office, Sales, Human Resources, Payroll, Benefits Administration.

Who are Stephen Ford's colleagues?

Stephen Ford's colleagues are Gregg Stewart, Atrix Dan, Alex Fitzgerald, Christopher Samper, Sean Farrell, Brian Dunshee, Guido Porteiro.

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