Key Experience:

• Proven history in developing strong relationships with COI (advisors, attorneys, CPA’s).
• Knowledge of daily recordkeepers, plan set-up & compliance, and ERISA.
• Proficiency in explaining cross-tested, profit-sharing, cash balance plans, and the required compliance.

Responsibilities:

• Sell start-up and takeover plans through advisors, attorneys, and CPA’s.
• Identify and cross sell enhancements and additional services offered.
• Enhance existing and develop new relationships with advisors, attorneys, CPA’s.
• Provide expertise in plan design and compliance.

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