WHY I’M A RETIREMENT PLAN SPECIALIST
I started my career as a Third Party Administrator (TPA) somewhat by accident. I joined a small TPA firm in Sacramento, and my interest in the retirement plan industry grew as I thrived on the complexity of IRS regulations and guidelines. There was always a need to keep learning in the retirement plan arena and I quickly advanced, handling over 100 retirement accounts on my own and completing everything from discrimination testing to IRS form 5500 filings. After moving to Humboldt County, I jumped at the chance to join Premier Financial Group’s retirement plan department and applying for that position at Premier is still my best career move! I started in the operations department in 2003, moved to the Investment Administrator position and now I’m the retirement plan specialist, maintaining over 50 retirement plan relationships, a position that’s as challenging and fulfilling as TPA work. I’ve learned so much about the investment component of retirement planning at Premier.
WHY I’M PROUD TO BE ON THE PREMIER TEAM
Premier’s retirement planning department is superb! We offer comprehensive, high-quality services to trustees and participants of the retirement plans we manage, providing everything from one-on-one financial planning meetings to assistance preparing forms needed for a distribution or 401(k) rollover. We’re always available to educate participants about their 401(k) investment options, and we’re committed to ensuring they have access to full disclosure of all fees paid from their retirement assets. I’m proud to be a part of Premier’s retirement department because it is my passion to provide ideas that can help my clients better prepare for retirement and educate anyone who is willing to listen. I add value to my position through:
Investment administrators/retirement plan specialists add value by serving as the liaison between custodians and/or record-keepers and our clients. We are always available to handle this time consuming-task by facilitating and following up on transfers and withdrawals, helping with beneficiary updates, and setting up new accounts. We pride ourselves in taking on all that we can do to help our clients complete their goals. We truly are the premier in client service!