Retirement Plan Specialist
Current- Life and Annuities Sales (403b provider)- Manage a retirement portfolio of over 500 educators and administrators, providing tailored retirement solutions while driving policy renewals and retention.- Foster relationships with superintendents, school boards, administrators and school staff. - Serve as the primary contact for plan sponsors, advisors, and brokers, ensuring effective communication and service delivery across territories.- Interpret and articulate retirement plan provisions, ensuring client compliance.- Coordinate on-boarding for new plans and provide audit reporting support for large retirement accounts, contributing to seamless plan administration.- Handle plan sponsor inquiries related to compliance, contribution processing, plan amendments, and withdrawal/loan provisions, fostering customer satisfaction.