• Manage 36 clients ranging from start-ups to over $100M plans. Overall managing $500 million of retirement plan assets in 401(k)s, 403(b)s, 457s and non-qualified plans.• Organize in-depth annual or semi-annual review meetings covering wide array of topics from regulatory updates, plan design, investments, plan demographics, and establishing plan goals.• Maintain a high level of client communication, actively managing the client relationship. Providing client support in vendor resolutions.• Present annual fee benchmarking and plan design benching comparing the plan to its peers.• Generate quarterly comprehensive investment reports with an all-inclusive scored card including a investment fund watchlist and investment recommendations.• Coordinate and implement employee education meetings, along with one on one participant meetings.• Provide plan governance through creating investment committee charters, investment policy statements, and meeting minutes.

• Manage 50 million+ of qualified retirement plans such as: 401(k), 403(b), etc• Efficiently analyze retirement plans to benchmark: cost, performance, investments, and design• Proficiently support and educate the employees of our retirement plans• Improve client relationships by addressing issues and concerns on a daily basis

• Effectively established client relationships• Ability to understand the insurance products and timely completion of administrative requirements• Demonstrated enthusiasm and worked to maintain a team environment• Implement strategic individual financial plans to meet clients goals and concerns