Account Manager
I am the primary liaison for our client in maintaining his or her retirement plan. I oversee each plan’s quarterly and annual reporting, which includes compliance testing, asset reconciliation, contribution calculations, and various daily requests from Required Minimum Distributions to loans. I work in concert with each client’s Assistant Account Manager to provide plan sponsors and their participants with the answers they need during their working career. I also work daily with our Gazelle by Billings open-architecture system.
Education: BBA in finance, University of Iowa, 2007; also some accounting course work at Briar Cliff University.
Background: Born and raised in Sioux City, I graduated from North High School in 2003. In my spare time, I enjoy following Iowa Hawkeye sports and am a football season ticket holder. I’m also an avid cyclist and have completed RAGBRAI three times.
Contact me at mark.stewart at billingsco dot com.