Emily Tornow
Vice President, Wealth Retirement Plan Services Relationship Manager
- Role
- Vice President, Wealth Retirement Plan Services Advisor and Relationship Manager at Johnson Financial Group
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Wealth Retirement Plan Services Advisor and Relationship Manager
Sep 2007 — Present
As a Wealth Retirement Plan Services Advisor and Relationship Manager, I enjoy implementing retirement plan solutions for businesses. I work closely with plan sponsors on an ongoing basis in plan design, ERISA regulatory and compliance, plan administration and employee communication. I am responsible for new client conversions, management of retirement plans, conducting participant enrollment meetings and continuing employee education programs. I also lead the creation and maintenance of plan documents.
Skills
- Asset Allocation
- Asset Management
- Investments
- Relationship Management
- Asset Managment
- 401k
- Retirement
- Estate Planning
- Investment Management
- Employee Benefits
- 401(K) Retirement Savings Plans
- Equities
- Financial Services
- Risk Management
- Wealth Management
- Securities
- Wealth Management Services
- Pensions
- Life Insurance
- Retirement Planning
- Finance
- Fixed Income
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