Joey Florio
Retirement Services Professional | Trusted Partner to Plan Sponsors & Participants | Expert in Client Education, Relationship Management & Process Improvement
- Role
- Plan Support Consultant at Slavic401k
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Joey Florio
With nearly 20 years of experience in the financial services industry—selling, presenting, analyzing, managing, educating and training, I have built and managed professional, trusted relationships with local government and corporate executives, board members, business owners and plan participants. I am skilled at handling multiple projects, responding quickly to issues and challenges, improving processes and following projects through to completion. I have excellent verbal and written communication and the ability to interact professionally with a diverse group of people. I am a team-player who excels at collaboration, managing projects and stepping up where and when needed.
Experience
Plan Support Consultant
Mar 2023 — Present · Franklin, TN, US
Conduct comprehensive plan design consultations with PEO and worksite clients to develop tailored retirement plans that meet company goals and employee needs • Analyze year-end non-discrimination testing and provide assistance interpreting results to worksite clients, highlighting any potential issues or failures. • Develop and deliver comprehensive training programs for internal staff on retirement plan features, compliance requirements, and best practices to enhance their knowledge and effectiveness in client interactions.• Research retirement plan trends, regulations, compliance issues, and best practices.
Education
University of Florida College of Journalism and Communications
Specialization, Mass Communication
2002 — 2004
University of Florida - Warrington College of Business
Bachelor of Arts, Business Administration
2002 — 2004
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning
Skills
- Financial Services
- Series 6
- Series 63
- Investments
- Mutual Funds
- Strategic Financial Planning
- Portfolio Management
- Asset Allocation
- Financial Analysis
- Financial Planning
- Retirement
- Investment Strategies
- Retirement Planning
- Wealth Management
- Market Analysis
- Market Research
- Financial Modeling
- Asset Management
- Financial Advisory
- Data Analysis
- Financial Markets
- Investment Advisory
- 401k
- Uniform Combined State Law
- Estate Planning
- 457 Plans
- 403 B
- 401(K) Retirement Savings Plans
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