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. I currently man Billings and Company’s Minnesota office in Mankato.
Education: Associate of Applied Science degree as an accounting technician at the North Mankato Campus of South Central College; annually completes 20 hours of continuing education.
Background: I live in North Mankato with my wife and two young children.
Contact me at travis.stenberg at billingsco dot com.