I started in the world of 401(k) plans as a Third Party Administrator. For seven years I learned plan compliance – drafting plan documents, conducting discrimination testing and preparing 5500 forms.
Next, I became the 401(k) Director for an Executive Benefits firm in LA. For three years I learned about customer service coordinating open enrollment meetings, preparing plan reviews and conducting vendor searches.
Then I became a sales rep for a Fortune 500 insurance company selling 401(k) plans to employers. I learned how 401(k) products are designed, serviced and priced. Over eight years I sold more than 2,000 plans and met with over 5,000 employers who were not happy with their plan.