Andrew Hoy
Partner | Retirement Plan Specialist
- Role
- Partner Director of Retirement Plans at Amplify Wealth Partners
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Partner Director of Retirement Plans
Sep 2011 — Present
I assist businesses with the setup and ongoing monitoring of their qualified retirement plan. Our service includes a focus on:Plan Management- Plan Design Assistance - Provider Selection & Review - Plan Implementation & Conversion - Plan Benchmarking InformationCompliance Assistance- Fiduciary Education - Plan Due Diligence DocumentationInvestment Support- Investment Research - Investment Performance Monitoring - Plan Investment Changes - Investment Performance DataParticipant Communication- Enrollment Meetings - Investment Education - Retirement Preparation - Rollover Services
Education
University of Colorado Boulder
B.S.
2003 — 2007
Skills
- Retirement Planning
- 401k
- Qualified Retirement Plans
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.