Description
Summary An Accomplished Leader, specializing in developing and managing Retirement Plan solutions for Institutional clients by providing independent advice on: * Plan Design * Investment Policy Development & Monitoring * Investment Advice to Plan Sponsors & high net worth Participants * Fee Benchmarking * Vendor Selection * Fiduciary Oversight * Employee Education Consult on 401 (k) plans, profit sharing, defined benefit / cash balance plans and non-qualified deferred compensation plans A Deep subject matter expert on ERISA, selling complex investment solutions utilizing excellent communication skills, across multiple products and disciplines.
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