Nathan Gage
Vice President - Retirement Plan Advisor at Chemung Canal Trust Company- Claim this Profile
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Bio
Michael Bosch, MBA
I've had the pleasure of working with Nathan very closely to increase the offerings of Twin Tier's 401k plan. With Nathan's help and guidance, we've been able to reduce participant fees, increase participation and average contribution rates. Nathan is a true customer service professional. Though his company has a dedicated and staffed help line, he has on many occasions personally called my employees to answer their retirement. His service is above and beyond with a passion for helping clients and their employees be successful in planning for retirement.
Michael Bosch, MBA
I've had the pleasure of working with Nathan very closely to increase the offerings of Twin Tier's 401k plan. With Nathan's help and guidance, we've been able to reduce participant fees, increase participation and average contribution rates. Nathan is a true customer service professional. Though his company has a dedicated and staffed help line, he has on many occasions personally called my employees to answer their retirement. His service is above and beyond with a passion for helping clients and their employees be successful in planning for retirement.
Michael Bosch, MBA
I've had the pleasure of working with Nathan very closely to increase the offerings of Twin Tier's 401k plan. With Nathan's help and guidance, we've been able to reduce participant fees, increase participation and average contribution rates. Nathan is a true customer service professional. Though his company has a dedicated and staffed help line, he has on many occasions personally called my employees to answer their retirement. His service is above and beyond with a passion for helping clients and their employees be successful in planning for retirement.
Michael Bosch, MBA
I've had the pleasure of working with Nathan very closely to increase the offerings of Twin Tier's 401k plan. With Nathan's help and guidance, we've been able to reduce participant fees, increase participation and average contribution rates. Nathan is a true customer service professional. Though his company has a dedicated and staffed help line, he has on many occasions personally called my employees to answer their retirement. His service is above and beyond with a passion for helping clients and their employees be successful in planning for retirement.
Credentials
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Qualified 401(k) Consultant (QKC)
American Society of Pension Professionals and ActuariesNov, 2020- Oct, 2024 -
Accredited Investment Fiduciary (AIF®)
Fi360, A Broadridge companySep, 2013- Oct, 2024 -
Qualified 401(k) Administrator (QKA)
American Society of Pension Professionals and ActuariesDec, 2011- Oct, 2024
Experience
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Chemung Canal Trust Company
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United States
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Banking
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100 - 200 Employee
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Vice President - Retirement Plan Advisor
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Oct 2022 - Present
Working with plan sponsors to optimize retirement plan outcomes. Helping to ensure that retirement plan participants are on the right track, working towards a happy and secure retirement.
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Retirement Plan Advisor
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Dec 2019 - Present
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C&N
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United States
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Banking
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100 - 200 Employee
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VP - Retirement Services Manager
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Oct 2014 - Dec 2019
Manage the Retirement Services group at Citizens & Northern Bank. - Work with a GREAT team of professionals to formulate a vision and goals for Retirement Services, prioritize strategic initiatives and coordinate the completion of tasks required to achieve established goals - Assist in the formulation of the Retirement Services budget and manage vendor relationships - Lead monthly Retirement Services meetings, creating agenda, delegating various topics of discussion to members of the team, and coordinating completion of initiatives identified at meetings - Manage client relationships with assigned plan sponsors including annual plan reviews evaluating the overall health of the plan, investment review and annual compliance testing - Provide outstanding customer service to our plan participants, including conducting enrollment meetings, annual plan updates, providing investment advice, and comprehensive retirement income planning Show less
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Smith Elliott Kearns & Company, LLC
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Chambersburg, PA
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Manager in the Retirement Plan Services Group
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Jun 2014 - Oct 2014
I worked with the Retirement Plan Services Group at Smith Elliot Kearns to provide services to qualified retirement plans, including the following: - Plan design, provision & implementation - Plan document review - Tracking legislative changes - Nondiscrimination testing - Contribution calculations - Employee communication - Day-to-day third party administration - Trust accounting - Vesting calculations - Plan recordkeeping I worked with the Retirement Plan Services Group at Smith Elliot Kearns to provide services to qualified retirement plans, including the following: - Plan design, provision & implementation - Plan document review - Tracking legislative changes - Nondiscrimination testing - Contribution calculations - Employee communication - Day-to-day third party administration - Trust accounting - Vesting calculations - Plan recordkeeping
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Citizens & Northern Bank
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Wellsboro, PA
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V.P. - Retirement Services Support Manager
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Oct 2006 - Jun 2014
I am involved with all facets of Qualified Retirement Plans, including: - Quarterly and annual plan reviews and client report generation - Annual compliance testing - Fiduciary review of plan investment menus - Client meetings to review plan metrics, investment suitability, and results of compliance testing - Participant education and advice - Plan conversions / new plan set-up - Ongoing investment monitoring (serve on internal mutual fund committee) - Use of Fi360 Toolkit for investment monitoring and regular reporting to clients - Contribution, distribution, and loan processing - Document interpretation for plan sponsors and participants (to explain plan provisions and benefits) - Calculation of annual plan contributions / allocating contributions per terms of plan document - Manage operations / creation of department policies and procedures - Corrections for plan operation failures (filings / EPCRS) - Quarterly Fee calculations / invoicing and rebate of revenue sharing - Retirement Income planning Show less
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Seligman Data Corp
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Financial Services
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1 - 100 Employee
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Senior Correspondence Representative
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2004 - 2006
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CitiStreet
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Financial Services
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100 - 200 Employee
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401(k) Plan Administrator
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2003 - 2004
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Education
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2004 - 2006
University of Southern Maine - School of Business
MBA, Business Administration -
1995 - 2000
Penn State University
BS, Secondary Education
Community
