Columbus, Ohio Metropolitan Area
With over a decade of experience in 401(k) plan management, I help businesses navigate their retirement plan needs with ease. For business owners, whether you're setting up a new 401(k) plan or managing an existing one, I provide comprehensive support that includes: Plan Administration and Design: Tailoring your plan to fit your business. Full-Service Support: Handling all aspects of your 401(k) plan. Investment Guidance: Helping you make informed decisions about investment options. Participant Education: Empowering your employees to make the most of their retirement benefits. My background includes various roles in the 401(k) industry, from customer service and relationship management to plan design and participant education. This diverse experience allows me to offer flexible solutions that meet your unique needs, including fiduciary protection and ongoing, personalized service. I understand the intricacies of 401(k) plans and am dedicated to making the process straightforward and beneficial for your business. Let's connect to see how I can help guide you and make your 401(k) plan a success.
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As an Associate Account Representative for Mutual of America I work with local business owners, non-profit organizations, and their affiliated business advisors/partners, to build; implement; and efficiently service retirement plans that can lead to a financially secure future. Our mission is to offer a comprehensive service-model to the business community that involves record-keeping, administration, high-touch sponsor support and ongoing employee education and guidance. All of this with competitive products, pricing, and user friendly technology.
- Manage a team of 22 people by establishing service-level objectives, conduct ongoing training for staff, and ensuring the department's policies and procedures are adhered to - Resolve critical issues in a time-sensitive environment using excellent analytical skills - Subject Matter Expert on the complexities of distributions from retirement plans - Interview prospective employees and develop team members for leadership roles
- Responsible for department sales and achieving sales goals in a competitive sales environment - Motivate, develop and manage team in day-to-day sales and operations - Provide the highest customer service standards with a professional presentation and demeanor