Director of 3(16) Services

• Aug 2023 - Present

Manager, 3(16) Services

• Feb 2022 - Present

3(16) Senior Client Relationship Manager

• Mar 2021 - Feb 2022

Client Relationship Manager

• Nov 2015 - Feb 2022

*Ensure accuracy of retirement plan administration including plan documents, compliance testing, government filings, distributions, loans, plan eligibility, and vesting *Ensure accuracy of data for use in managing plan load and reporting *Consultatively communicate with clients and financial advisors *Interface with financial fund families *Calculate employer contributions *Assist with plan design options *Develop technical skills to become a subject matter expert in specified employer services area(s) Show less

Regional Sales Consultant

• Apr 2013 - Oct 2015

*Responsible for supporting sales and marketing efforts for the Ameritas Retirement Plan product within the states of IA, IL, IN, LA, MI, MN, WI.*Proactive involvement in the sales process by directly responding to requests for case design, investment design, and sales proposal design.*Analyze and compare competitive products.*Prepare point-of-sale documentation and monitor installation processes.*Stay current on the complex regulatory issues that affect plan design and issues that directly affect the sale of qualified plans.*Maintain ongoing partnership with Regional Director with a common goal of growing the territory Show less

Client Service Representative

• Oct 2006 - Apr 2013

Developed and maintained working relationships with retirement plan clients and the financial professionals to insure that all required services are being provided to the client. Analyzed and explained complex compliance testing and plan illustrations, governmental Form 5500, investment and procedural concepts at a basic level. Consult both clients and financial professionals on plan design issues.