Tamara Middleton

Tamara Middleton Email and Phone Number

Plan Design and Operations Specialist | Helping Plan Advisors and Consultants build tax efficient qualified retirement plans for their clients and with assistance in accessing ongoing administration support @ RMC Group
Tamara Middleton's Location
Greater Tucson Area, United States, United States
Tamara Middleton's Contact Details

Tamara Middleton personal email

n/a

Tamara Middleton phone numbers

About Tamara Middleton

ERPA & CPC - specializing in plan design, compliance, and administration of qualified retirement plan including 401(k), Cash Balance, Traditional Defined Benefits, 403(b), and 457(b) plans. Experience with In-house Daily Valuation recordkeeping since 1993, Qualified Retirement Plan Operational Management, Administration, and Plan Design Systems.

Tamara Middleton's Current Company Details
RMC Group

Rmc Group

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Plan Design and Operations Specialist | Helping Plan Advisors and Consultants build tax efficient qualified retirement plans for their clients and with assistance in accessing ongoing administration support
Tamara Middleton Work Experience Details
  • Rmc Group
    Vp Pension Operations
    Rmc Group Sep 2021 - Present
    Bonita Springs, Florida, Us
    Responsible for the Management, Operations, Sales, and Services offered by RMC Group's Pension Division. This division specializes in plan design, administration, compliance, and investment of all types of qualified retirement plans. The insurance agency offers insurance-based products. The pension division is also responsible for the sales and support of subscriptions to the PlanGen Pro Web Application offered by PlanGen, LLC another company of the RMC Group.
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  • Advanced Benefits Consulting (Abc401K.Com)
    Operations Manager
    Advanced Benefits Consulting (Abc401K.Com) Aug 2015 - Sep 2021
    St. Louis, Missouri, Us
    Duties include benefit plan design and administration for new and existing clients. Internal firm resource for compliance and peer review, plan document preparation, tax form preparation, and other special projects. Development of internal processes, management of plan administration, new client/plan development and implementation.
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  • Pensionpro Software, Llc
    Customer Success And Support Manager
    Pensionpro Software, Llc Aug 2014 - Jul 2015
    Harrisburg, Pennsylvania, Us
    Assisting clients with implementation, training and their daily support needs with the PensionPro suite of products. Involved in the design and execution of the implementation process, ongoing training for existing clients on system functionality, demonstrations for prospective and existing clients on tools for optimum operational efficiency, and leadership of the Success and Support Team.
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  • Pensionpro Software, Llc
    Workflow Sales Consultant
    Pensionpro Software, Llc Aug 2012 - Jul 2014
    Harrisburg, Pennsylvania, Us
    Duties include consulting and support on workflow processes to new and prospective clients. Responsible for technical demonstrations of the PensionPro Suite of products, customized proposals and licensing of new clients. Involved in the sales and marketing processes of the firm including marketing campaigns, trade show events, development of educational content for firm and partner websites. Provides input on design and enhancements to the system.
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  • Mccloud & Nichols, Inc.
    Director Of 403(B) Services
    Mccloud & Nichols, Inc. Feb 2012 - Aug 2012
    Director of 403(b) Information Services - responsible for development of a cooperative website for communication of 403(b) plan information to plan sponsors, participants, investment professionals, investment providers, and administrators. This includes plan specification, funding vehicles, administration and costs.
  • Cpi Qualified Plan Consultants, Inc
    Director
    Cpi Qualified Plan Consultants, Inc Sep 2009 - Oct 2011
    Plan Consulting for Educational EntitiesDirector of the Marketing and Sales of the CPI Common Remitter and Compliance ServicesContinuation of the 403(b) "Gatekeeper" Services program originally launched in 2001 by Citizens Bank & Trust - contracts acquired by CPI in 2009; currently supporting over 1,000 403(b)/457(b) plans for governmental agencies (primarily K-12 school districts).Responsible for product marketing, design, and sales.Responsible for business development through marketing alliances and networking. Currently marketing in all 50 states with clients in 46 states. 2007-2009 Gatekeeper
  • Gatekeeper Administration & Consulting, Llc
    President & Chief Executive Officer
    Gatekeeper Administration & Consulting, Llc Mar 2007 - Aug 2009
    Managing Member of Gatekeeper Administration & Consulting, LLC and responsible for all aspects of the organization's products, sales, servicing, and business operations.Continuation of the 403(b) "Gatekeeper" Services program acquired from Citizens Bank & Trust in 2007. Operation at acquisition 85 plans - at acquisition by CPI in 2007, 650 plans. Responsible for product development, sales, design, and operations.Responsible for business development through marketing alliances and networking. Client base grew from 4 states to 20.Managing a growing staff originally 8 ended at 40.
  • Citizens Bank & Trust
    Sr. Vice President & Employee Benefits Officer
    Citizens Bank & Trust Aug 1996 - Feb 2007
    Kansas City, Missouri, Us
    Managed Employee Benefits Division including Operations and Sales -grew it from 20 plans with 500 participants to 250+ plans with 50,000 participantsDesigned, Developed and Managed the 403(b) "Gatekeeper" Services Division launched in 2001; anticipated revenues for 2006 - $425,000.Developed Holding Company Compliance and Administration Program for all Custodial and Managed IRAs - 3,500+ accountsDeveloped MSA and HSA programs for Holding Company Designed, Developed and Managed Section 125 Plan Administration Product - currently 20+ under managementManaged staff of 12
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  • First Mid-Illinois Bank & Trust
    Vice President & Employee Benefits Officer
    First Mid-Illinois Bank & Trust Aug 1993 - Jul 1996
    Managed the Administration and Sales Areas of Employee BenefitsIncreased plans under management from 10 to 50+Implemented Daily Valuation processing for 401(k) Participant Directed Accounts.Managed staff of 3
  • Mid-American Bank (Now Part Of Us Bank)
    Pension Accounting Officer
    Mid-American Bank (Now Part Of Us Bank) Jul 1988 - Jul 1993
    Initially responsible for Plan Administration of 75+ plans under management of trust department.After merger and consolidation - Designed and Managed the Pension Accounting Department supporting five Employee Benefits Officers and 350+ plans under management. (Staff of 5)Implemented and maintained system network and designed customized reporting and import and export capabilities
  • Centerre Bank (Now Part Of Bank Of America)
    Employee Benefits Assistant
    Centerre Bank (Now Part Of Bank Of America) Jun 1987 - Jul 1988
    Assisted Employee Benefits Officer with Plan Administration TasksPrepared Correspondence and Reporting for Employee Benefit PlansProvided Customer Service for Plan Participants.
  • Dst Systems, Inc
    Customer Service Representative
    Dst Systems, Inc Jun 1983 - Jun 1985
    Windsor, Connecticut, Us
    Addressed Written and Verbal Inquiries concerning Kemper Mutual Fund AccountsAppointed IRA Specialist for Department and was responsible for inquiries and amendment of IRS Forms prepared in error. Participated in Management Training Programs and provided supervisory support in management absence
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Tamara Middleton Skills

Employee Benefits 401k Pensions Retirement Retirement Planning Financial Services Retirement Plan Consulting Mutual Funds Investments Erisa Defined Benefit Iras Financial Advisory Defined Contribution Leadership Profit Sharing Employee Benefits Design Program Management Mergers And Acquisitions Asset Allocation 401 Retirement Savings Plans Pension Funds Qualified Retirement Plans Certified Pension Consultant

Tamara Middleton Education Details

  • Saint Mary College
    Saint Mary College
    Business Administration

Frequently Asked Questions about Tamara Middleton

What company does Tamara Middleton work for?

Tamara Middleton works for Rmc Group

What is Tamara Middleton's role at the current company?

Tamara Middleton's current role is Plan Design and Operations Specialist | Helping Plan Advisors and Consultants build tax efficient qualified retirement plans for their clients and with assistance in accessing ongoing administration support.

What is Tamara Middleton's email address?

Tamara Middleton's email address is ta****@****ail.com

What is Tamara Middleton's direct phone number?

Tamara Middleton's direct phone number is +192881*****

What schools did Tamara Middleton attend?

Tamara Middleton attended Saint Mary College.

What are some of Tamara Middleton's interests?

Tamara Middleton has interest in Social Services.

What skills is Tamara Middleton known for?

Tamara Middleton has skills like Employee Benefits, 401k, Pensions, Retirement, Retirement Planning, Financial Services, Retirement Plan Consulting, Mutual Funds, Investments, Erisa, Defined Benefit, Iras.

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