Elizabeth Zwang
Retirement Plan Specialist at Northwestern Mutual
- Role
- Retirement Plan Specialist at Northwestern Mutual
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Experience
Retirement Plan Specialist
Mar 2020 — Present · Atlanta, GA, US
Provide ongoing professional guidance and oversight of client retirement plans. Conduct periodic Investment Review meetings to review investments, provider benchmarking and fee analyses. Consult with Plan Sponsors on plan provisions and design options. Work with applicable Third-Party Administrator to implement any necessary changes. Educate participants on the value of their qualified retirement plans. Manage relationships with retirement plan providers and their service teams. Follow legislative and regulatory changes that impact the qualified retirement market.
Skills
- Trust Services
- Account Management
- Presenting Ideas
- Time Management
- 401k
- Financial Services
- Data Analysis
- Team Building
- Series 6
- Critical Thinking
- Management
- College Savings Plans
- Financial Advisory
- Vendor Management
- Budgets
- Strategic Planning
- Nonprofits
- Licensed Life Insurance Agent
- Analysis
- Relationship Management
- Leadership
- Investments
- Whole Life
- Marketing
- Finance
- Risk Management
- Public Speaking
- Retirement Planning
- Decision Making
- Recruiting
- Customer Service
- Teaching
- Coaching
- Hipaa
- Human Resources
- Fundraising
- Networking
- Insurance
- Community Outreach
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