Retirement Consultant Resume Bethesda, MD - Hire IT People

PROFESSIONAL EXPERIENCE

Confidential, Bethesda, MD

Retirement Consultant

Responsibilities:

Advise clients on plan design, investment due - diligence and overall fiduciary management of ERISA-based retirement plans, including 401(k), 403(b), 401(a), SEP IRA, and qualified retirement plans
Oversee the financial performance on 40+ corporate accounts ranging in size from $1M to $30M.
Clients include pharmaceutical and healthcare organizations, public and private corporations, and not-for-profit entities
Review plans, conduct comparisons through benchmarking analysis, and make recommendations that can yield improvements for clients (automatic enrollment, automatic escalation) in terms of cost and meeting their changing goals
Develop comprehensive strategies designed to increase participant enrollment, contributions and asset diversification in order to drive net cash flows, client profitability and cross-sale opportunities
Deliver customized fiduciary oversight for clients, including preparing quarterly, semi-annual and annual fiduciary reports, assembling all legal protections ( corporate charters, indemnity agreements), and reviewing current procedures
Collaborate with plan sponsors on updating their portfolios’ investment structure (based on our CFA’s recommendation) in order to minimize clients’ liabilities and create a better-performing investment lineup for participants
Assess investment and record-keeping options and costs, as well as consult with plan service providers on fees and services to obtain the optimal mix of both

Confidential, Pittsburgh, PA

Investment Analyst

Responsibilities:

Was responsible for the net worth oversight on $100M in assets that spanned 75 client portfolios
Conducted research and due diligence on portfolios (401K’s, IRA’s, stock investments, inheritances, bank loans, mortgages)

Confidential, Pittsburgh, PA

Sales Support Assistant

Responsibilities:

Contracted to help with the overflow of work during the buyout of Confidential by Direct Energy
Outlined the marketing changes that would accompany the restructuring and highlighted quarterly sales performance

Confidential, Pittsburgh, PA

Assistant Analyst

Responsibilities:

Updated asset allocations to assist with clients’ cash flow needs and investment recommendations
Prepared net worth, investment performance and stock option reports for client meetings