Tami Bowman, Cpc, Qpa, Qkc, Cpfa

Tami Bowman, Cpc, Qpa, Qkc, Cpfa Email and Phone Number

Retirement Plan Services Director at HT|TC Wealth Partners @ HT|TC Wealth Partners
Tami Bowman, Cpc, Qpa, Qkc, Cpfa's Location
Downers Grove, Illinois, United States, United States
Tami Bowman, Cpc, Qpa, Qkc, Cpfa's Contact Details

Tami Bowman, Cpc, Qpa, Qkc, Cpfa personal email

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Tami Bowman, Cpc, Qpa, Qkc, Cpfa phone numbers

About Tami Bowman, Cpc, Qpa, Qkc, Cpfa

The Retirement Plan Services team at Trust Company of Illinois is solving your 401(k) Puzzle.....You are a small business owner, or maybe a leader of a larger organization. Your company's 401(k) plan is not your top priority, but you are legally accountable for it by virtue of being the plan sponsor, administrator and/or fiduciary. You have an obligation to make sure the plan works well for your employees, is in compliance with ERISA law and other regulations, and is serviced by the right provider. You also want your plan to be designed to benefit you and other key employees.Trust Company's experienced team of retirement plan experts and investment professionals is here to help you and your employees with all aspects of your retirement plan. All under one roof. There is no confusion over which firm is handling what. No wondering whether your plan is designed and priced appropriately. No worrying about whether the plan is in compliance with government regulations. No more wishing that someone would educate your employees. You won't get a different person every time you call us. And there will be no conflict of interest when we help you select investment options for your plan. As a plan design consultant, investment manager, plan fiduciary, corporate trustee and local provider of plan administration and recordkeeping for more than 20 years, we fit together all the pieces of your 401(k) puzzle. And we can't wait to meet with you to show you how.Pieces of Your 401(k) Puzzle Solved by Trust Company:* Plan Design* Plan & Trust Documents* Investment Policy, Investment Selection and Continued Monitoring of Investments* Trustee and Fiduciary Responsibility* Administration and Recordkeeping* Compliance Testing* Government Reporting and Disclosure* Participant Communications* Participant Guidance and Education* Financial Planning and Retirement ReadinessFor additional information and disclosures please visit: http://www.HTTCwealthpartners.com

Tami Bowman, Cpc, Qpa, Qkc, Cpfa's Current Company Details
HT|TC Wealth Partners

Ht|Tc Wealth Partners

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Retirement Plan Services Director at HT|TC Wealth Partners
Tami Bowman, Cpc, Qpa, Qkc, Cpfa Work Experience Details
  • Ht|Tc Wealth Partners
    Retirement Plan Services Director
    Ht|Tc Wealth Partners Oct 2018 - Present
    Downers Grove, Il, Us
    View
  • Ht|Tc Wealth Partners
    Retirement Plan Services Consultant
    Ht|Tc Wealth Partners Oct 2015 - Present
    Downers Grove, Il, Us
    * Lead Plan Administration team and serve as ERISA compliance expert* Establish and manage RPS best practices, deliverable and workflow* Manage implementation of new technologies and/or tools to improve client service experience* Serve as Relationship Manager for a select group of RPS clients* Lead staff training relative to Qualified Plan rules and regulations
    View
  • Family Shelter Service
    Community Volunteer
    Family Shelter Service Apr 2014 - Present
    Family Shelter Service transforms lives by offering help and hope to those affected by domestic violence. Hotline Volunteer April 2014 - PresentCourt Advocacy Volunteer April 2014 - September 2015
  • Family Shelter Service
    Director
    Family Shelter Service Mar 2008 - Jun 2014
    Family Shelter Service transforms lives by offering help and hope to those affected by domestic violence.Director - March 2008 to June 2014Secretary - 2 termsVice President - 1 termMarketing Committee - 3 years (Chair - 2 years)Charitable Contributions Committee - 1 yearBoard Governance Committee - 2 years (Chair - 1 year)Transition Team and Search Committee for our New Executive Director in 2013
  • Trust Company Of Illinois
    Partner
    Trust Company Of Illinois Apr 2006 - Jun 2011
    Downers Grove, Il, Us
    For over 20 years, I have helped busy small and mid-sized companies develop and administer quality retirement plans. Enviable profits and steady growth aren't the only things great companies have in common. Many also have excellent retirement plans. The connection is no coincidence.
    View
  • Rsm Mcgladrey Retirement Resources
    Director Of Operations
    Rsm Mcgladrey Retirement Resources Jan 1996 - Apr 2006
    Chicago, Illinois, Us
    Director of the Defined Contribution Practice area in Chicago.
    View
  • Rsm Mcgladrey Retirement Resources
    Director
    Rsm Mcgladrey Retirement Resources Jan 1996 - Apr 2006
    Chicago, Illinois, Us
    Director of Employee Benefits in Chicago, Illinois.
    View
  • Fers
    Sr. Manager
    Fers 1996 - 2001
  • Hpl&S, Inc.
    Sr. Plan Administrator
    Hpl&S, Inc. Oct 1991 - Dec 1995
    Retirement plan administration and consulting firm, focused on the small to mid-size plan market. Responsible for all aspects of defined contribution plan administration.

Tami Bowman, Cpc, Qpa, Qkc, Cpfa Skills

Retirement Planning 401k Pensions Employee Benefits Retirement Asset Allocation Financial Services Financial Planning Wealth Management Mutual Funds Asset Management Profit Sharing Estate Planning Leadership Erisa Qualified Retirement Plans Retirement Plan Consulting Securities Strategic Planning Defined Benefit Investment Management Investment Advisory Board Relations Defined Contribution Compliance Testing Strategic Financial Planning Management Pension Funds 401 Retirement Savings Plans Compliance 401k Rollovers Qualified Domestic Relations Orders Board Development

Tami Bowman, Cpc, Qpa, Qkc, Cpfa Education Details

  • Bradley University
    Bradley University
    Accounting With A Minor In Psychology

Frequently Asked Questions about Tami Bowman, Cpc, Qpa, Qkc, Cpfa

What company does Tami Bowman, Cpc, Qpa, Qkc, Cpfa work for?

Tami Bowman, Cpc, Qpa, Qkc, Cpfa works for Ht|tc Wealth Partners

What is Tami Bowman, Cpc, Qpa, Qkc, Cpfa's role at the current company?

Tami Bowman, Cpc, Qpa, Qkc, Cpfa's current role is Retirement Plan Services Director at HT|TC Wealth Partners.

What is Tami Bowman, Cpc, Qpa, Qkc, Cpfa's email address?

Tami Bowman, Cpc, Qpa, Qkc, Cpfa's email address is tb****@****ors.com

What is Tami Bowman, Cpc, Qpa, Qkc, Cpfa's direct phone number?

Tami Bowman, Cpc, Qpa, Qkc, Cpfa's direct phone number is +163054*****

What schools did Tami Bowman, Cpc, Qpa, Qkc, Cpfa attend?

Tami Bowman, Cpc, Qpa, Qkc, Cpfa attended Bradley University.

What are some of Tami Bowman, Cpc, Qpa, Qkc, Cpfa's interests?

Tami Bowman, Cpc, Qpa, Qkc, Cpfa has interest in Social Services, Reading And Of Course, Playing Competitve Volleyball (Still), Sitting By The Pool, Golfing With The Family.

What skills is Tami Bowman, Cpc, Qpa, Qkc, Cpfa known for?

Tami Bowman, Cpc, Qpa, Qkc, Cpfa has skills like Retirement Planning, 401k, Pensions, Employee Benefits, Retirement, Asset Allocation, Financial Services, Financial Planning, Wealth Management, Mutual Funds, Asset Management, Profit Sharing.

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