Rachel Weitzel, QKA

Plan Consultant

Rachel is the primary liaison for clients in maintaining their retirement plans. She oversees 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. Rachel works 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. She also works daily with our Gazelle by Billings open-architecture system.

Education: Bachelor’s degree in psychology, minor in business, Morningside College, Sioux City, IA.

Background: Rachel is married with two kids. In her spare time, she plays in a sand volleyball league with her husband and friends. Rachel also enjoy reading, baking and playing with her children.

Contact Rachel at rachel.weitzel at billingsco dot com.

 

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