Sentences with phrase «ensure they understand erisa»

We help plan trustees fulfill their fiduciary responsibility and ensure they understand ERISA regulations.

Not exact matches

Professional Experience TIAA - CREF (New York, NY) 3/2006 — 7/2010 Institutional Client Relationship Manager • Administered retirement plan benefits ensuring accurate, timely, and legally compliant operations • Hired, trained, and supervised junior financial services staff • Proficient in interpretation and application of IRS, ERISA, and related regulatory schemes • Created and implemented client training program to ensure understanding of company products • Assisted external auditors guaranteeing comprehensive and accurate analysis of business health • Prepared and presented annual benefits report to CFO, senior leadership, and benefits staff • Represented company at industry events, product demonstrations, and annual benefit fairs • Provided exceptional customer service resulting in client satisfaction and repeat business