Veronica Bray Email and Phone Number
Veronica Bray work email
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Veronica Bray personal email
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As a retirement plan industry thought leader, I bring over 2 decades of experience and expertise to organizations, service providers & professionals. In addition to providing my experience, opinion & being deposed as an expert witness to retirement plan related litigation cases, I work with HR Managers, Controllers, CFOs, Business Owners & other retirement plan fiduciaries who face the challenge of finding the best retirement plan service provider for their institution. I have experience working with $2M retirement plans & multi-billion $ retirement plans. Some clients do not know the difference between an advisor, Recordkeeper, TPA, etc., nor do they know the questions they should be asking when interviewing a service provider. The plan is a small piece of their day to day responsibilities, this is why most institutions keep the same, unskilled advisor or service provider on their plan year after year, or don’t have an advisor at all. The DOL requires companies to perform a review of ALL service providers' fees in “regular intervals." In the industry, we define this as every 3 years. Institutions need a skilled, retirement plan focused, service provider for fiduciary guidance, fee transparency & peace of mind. Being in the industry for almost 2 decades & having had the privilege of working for organizations who are the best in this business allows me to bring knowledge & expertise of 401(k), 403(b), 457(b), DB, & PS plans to you, since you do not have the experience or expertise to perform this process on your own. RPAS helps institutions find their retirement plan advisor partner and/or service providers with an independent, unbiased approach, leaving them with prudent documentation of the process they underwent in choosing their retirement plan service providers. This saves time & money it would take to do this project on their own.I also speak at industry related events, HR professional events, CPE Seminars, & Advisor Workshops, educating professionals on related topics.
Retirement Plan Advisor Search (Rpas)
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OwnerRetirement Plan Advisor Search (Rpas) Feb 2016 - PresentConsult with HR Managers, Controllers, CFOs, Business Owners & other retirement plan fiduciaries of 401(k), 403(b), 457(b), Multiple Employer Plan (MEP), Pooled Employer Plan (PEP), and Defined Benefit Plans to help with their search for the best retirement plan advisor or other service provider for their institution. I also perform a total retirement plan fee audit to ensure all service provider fees of your retirement plan are reasonable.I have met with hundreds of HR Managers, Controllers, CFOs, Business Owners & other individuals with companies who face the challenge of finding the best retirement plan advisor for their organization. They don’t know where to start or how to tell one “broker,” “advisor,” “consultant,” etc. from another & the retirement plan is a small piece of their day to day responsibilities. This is why most companies keep the same, unskilled advisor on their plan year after year or don’t even have an advisor at all, even though the Department of Labor requires companies to perform this due diligence in “periodic intervals”.Being in the retirement plan industry for almost 2 decades & had the privilege of working for organizations who are the best in this business allow me to bring knowledge, expertise, and experience to plan fiduciaries who typically are not experts in this industry. RPAS helps institutions review and/or find their retirement plan advisor partner & other service providers with an independent, unbiased approach, leaving them with prudent documentation of the process they underwent in choosing their retirement plan provider. This also saves an organization the time & money it would take them to do this project on their own.As an industry thought leader, I am also engaged to opine on retirement plan related litigation & invited to speak at HR professional, CPA, Advisor & other industry related continuing education events. -
MemberNational Association Of Plan Advisors (Napa) Jul 2020 - Present
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Business Development ManagerGate City Advisors Oct 2013 - Feb 2016Greensboro, Nc, UsNew Business Development, new client on-boarding and on-going client relationship management. I work with company's Plan Sponsors to help them create and execute a solid Fiduciary Foundation while also helping their participants retire on their own terms. Maintain relationships of firm’s 401(k) and 403(b) plan clients. Invited to speak at industry related continuing education events. Planned and facilitated continuing education events for a local non-profit group. -
Regional Retirement Plan ConsultantPaychex Oct 2004 - Sep 2013Rochester, Ny, UsSales leader driving revenues in the Large Market space (companies with $1M+ in assets in their retirement plan) for Paychex Retirement Services, the largest TPA & Recordkeeper in the nation. Leader of a team of 12, driving sales throughout the Southeastern US.
Veronica Bray Skills
Veronica Bray Education Details
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University Of North Carolina At GreensboroMarketing
Frequently Asked Questions about Veronica Bray
What company does Veronica Bray work for?
Veronica Bray works for Retirement Plan Advisor Search (Rpas)
What is Veronica Bray's role at the current company?
Veronica Bray's current role is I benchmark your retirement plan since the DOL expects you to do this every 3-5 years. Your resource for your Retirement Plan Service Provider Evalution | Expert Witness | Mom | Business Owner | GSO-SHRM Past President.
What is Veronica Bray's email address?
Veronica Bray's email address is ve****@****ail.com
What schools did Veronica Bray attend?
Veronica Bray attended University Of North Carolina At Greensboro.
What are some of Veronica Bray's interests?
Veronica Bray has interest in Children, Health.
What skills is Veronica Bray known for?
Veronica Bray has skills like Sales, Cold Calling, Direct Sales, Leadership, Peo, 401k, Solution Selling, Strategic Planning, Sales Operations, Sales Force Development, Selling Skills, Account Management.
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