Attend client meetings to present financial recommendations and an overview of the retirement plan.
December 06, 2022
Manage vendor relationships to ensure compliance with applicable plan documents and contract terms.
August 29, 2022
Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
February 14, 2023
Performs review of data and activity to prevent risk of loss due to errors.
April 03, 2023
Build and maintain productive working relationships with financial and human resource professionals with the goal of earning their retirement plan business.
May 01, 2023
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their investments.
May 02, 2023