Daphne Weitzel, CPC, QPA, APA, AIF

Senior Manager Consulting Services at EPIC Retirement Plan Services
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Contact Information
us****@****om
(386) 825-5501
Location
Sheridan, US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Manager Consulting Services
      • Apr 2020 - Present

    • Senior Manager Consulting Services
      • Apr 2020 - Present

    • Senior Manager Consulting Services
      • Apr 2020 - Present

    • Senior Vice President & Consultant
      • Jul 1987 - Apr 2020

      Daphne is Senior Vice President and Consultant with Alliance Benefit Group of Illinois. In this role, Ms. Weitzel provides executive leadership as a member of the Board of Directors and is a lead technical expert in all aspects of the Alliance Benefit Group retirement services. Ms. Weitzel is an experienced consultant and holds the designations of Certified Plan Consultant (CPC), Qualified Pension Administrator (QPA), Accredited Plan Administrator (APA), Accredited Investment Fiduciary (AIF)… Show more Daphne is Senior Vice President and Consultant with Alliance Benefit Group of Illinois. In this role, Ms. Weitzel provides executive leadership as a member of the Board of Directors and is a lead technical expert in all aspects of the Alliance Benefit Group retirement services. Ms. Weitzel is an experienced consultant and holds the designations of Certified Plan Consultant (CPC), Qualified Pension Administrator (QPA), Accredited Plan Administrator (APA), Accredited Investment Fiduciary (AIF) and Pension Plan Consultant(PPC™). Daphne’s twenty-eight years with Alliance Benefit Group has provided her with a variety of leadership opportunities including Chief Operations Officer. Through her tenure, she has developed an in depth understanding of both the technical and operational standards necessary to maintain the highest quality retirement services. Ms. Weitzel’s varied background in administration, recordkeeping operations, and consulting provided the perfect foundation for her recent transition into an executive leadership role focused on strategic expansion of services with emphasis on expansion of qualified retirement plans incorporating defined benefit, cash balance, and ESOPs often paired with 401(k), 403(b) or 457 plans. Daphne is an active member in the American Society of Pension Plan Professionals and Actuaries (ASPPA), where she has served on various committees including Education & Examination. She also is active with Women in Pensions and periodically serves as a guest speaker on design and administration topics. Show less

    • Chief Operations Officer
      • Aug 2005 - Aug 2010

Education

  • Northern Illinois University
    Bachelor of Arts (B.A.), Journalism
    1981 - 1985

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