Jeff Daby

Consultant Marketing Manager @Associated Pension Consultants

Sacramento, CA, US
EMAILS
j••••@e-apc.com
MOBILE NUMBERS
+19•••••••55

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WORK HISTORY

Jan 2007 — Present

Consultant Marketing Manager @Associated Pension Consultants

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Design and implement plans to meet employers\' objectives to the utmost extent, while allowing them to run these plans with as little disruption of their business as possible. Assist and educate professionals in their efforts to enhance their clients\' benefit offerings and retirement savings. Personally consult on the administration of approximately 200 qualified plans, maintaining a unique single point of contact approach from introduction through the life of the plan. Meet in person with plan sponsors regularly to help them ensure their plan compliance and make modifications as business circumstances evolve.

SKILLS

401(K) Retirement Savings PlansFixed Annuities401kStrategic PlanningFloor OffsetRetirement PlanningFinancial AdvisoryRetirement BenefitsInvestmentsCash BalanceWealth ManagementPrevailing WageInsuranceDefined BenefitRetirement Plan ConsultingStrategic Financial PlanningFinancial PlannersQualified Retirement PlansBusiness PlanningRetirement403(B) PlansPensionsEmployee BenefitsMutual Funds

ABOUT JEFF DABY

Associated Pension Consultants provides qualified retirement plans of all types that…

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