Tamara Middleton Email & Phone Number

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.

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.

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.

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.

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.

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

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.

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

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

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

Assisted Employee Benefits Officer with Plan Administration TasksPrepared Correspondence and Reporting for Employee Benefit PlansProvided Customer Service for Plan Participants.

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