Sam Rickett

Westerman, SamProcessing Specialist

Sam determines eligibility for distributions, create and process participant benefit applications (hardships, in-service, force outs, loans, etc.) and provides customer service to customers and plan sponsors. At times, she will follow up with plan sponsors on obtaining census data or asset statements and assist the Account Manager in the reconciliation of these items. Sam also inputs data to create enrollment kits and generates shipments to the plan sponsor and/or investment advisor.

Education: Bachelor’s degree in hotel and restaurant institutional management, Iowa State University, Ames, IA

Background: Sam grew up in Pocahontas, IA, and moved to Arizona after she graduated from college, working at a country club. She is now living in Ponca, NE, to be closer to friends and family. In her spare time, Sam enjoys boating during the summertime and also traveling and cooking.

Contact Sam at sam.rickett at billingsco dot com.

 

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