Eric Zwicky
Vice President - Retirement Plan Services | Retirement Plan Associate, Series 65, Accredited Investment Fiduciary
- Role
- Vice President - Retirement Plan Services at Johnson Financial Group
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Eric Zwicky
At Johnson Financial Group, our team specializes in elevating retirement plan services, incorporating robust strategies for 401k, 403b, 457, and ESOP plans. With credentials including RPA, AIF, and Series 65, we\'ve crafted educational platforms and industry trend analyses that benefit both employers and employees.Leveraging cross-functional knowledge of commercial lending, private client, and investment services, we\'re committed to fostering sustainable growth. Our approach involves developing tailored sales proposals, conducting comprehensive plan reviews, and ensuring compliance with ERISA & FINRA regulations, all to enhance our clients\' financial wellness journey.
Experience
Vice President - Retirement Plan Services
Apr 2014 — Present
Responsible for growing and sustaining the Johnson Bank Retirement Plan business that includes but is not exclusive of 401k, 403b, 457 and ESOP retirement plans. Provide education for retirement plan participants on their plan and industry trends- Cross-functional knowledge of Johnson Financial Group commercial lending, private client and investment services- Develop sales proposals and presentations for prospect clients- Ongoing administration of existing business including annual plan reviews, investment performance appraisal, plan document and compliance testing review and counseling- Knowledge of ERISA & FINRA regulations.
Education
University of Wisconsin-Milwaukee
BA, Finance
1992 — 1996
Skills
- Customer Service
- Interviews
- Investments
- Asset Allocation
- Banking
- Mutual Funds
- Sales
- Erisa
- 401k
- Financial Services
- Recruiting
- Benefits Administration
- Financial Analysis
- Retirement
- Retirement Planning
- Finra
- Series 63
- Accounting
- Management
- Analysis
- Pensions
- Leadership
- Wealth Management
- Separately Managed Accounts
- Series 6
- Finance
- Securities
- Relationship Management
- Employee Benefits
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