Assists both the DC and DB Relationship Managers in regular assessment of their client fee structure to maintain competitive model and positive client experience while meeting business profitability targets.
February 27, 2020
Participates in the decision to pursue or pass on specific opportunities, based on prospect requirements, match to our service model, and ability to price competitively.
March 02, 2020
Develop and oversee preparation of proposals for USICG prospects, gathering necessary information required for the proposal to a prospect and collaborating with department heads and consultants in determining what is needed.
March 10, 2020
Provide retirement plan (IRA, 403(b), 457(b) plan and qualified retirement plan (QRP)) consulting services to external or internal clients regarding basic to advanced retirement plan questions and scenarios.
March 17, 2020
Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g).
March 29, 2020
Prepare and negotiate fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement.
May 14, 2020
Demonstrate proficiency at discovery process (sales due diligence) and conceptual presentation promoting USI competitive differentiation, including proficiency at understanding, articulating and delivering the USI ONE Advantage and specific solutions customized to each prospect.
June 05, 2020