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: I graduated from Morningside College in 2007 with a major in psychology and a minor in business. I have successfully completed ASPPA’s RPF 1 and RPF 2 exams and will be completing my Qualified 401(k) Administrator designation in December 2012.
Background: I am married with a young son and another child on the way, due this summer. In my spare time, I play in a sand volleyball league with my husband and friends. I also enjoy reading, baking and playing with my son.
Contact me at rachel.weitzel at billingsco dot com.