Luke Nicholson
Retirement Plan Analyst at Sentry Insurance
- Role
- Retirement Plan Analyst at Sentry
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
Experience
Retirement Plan Analyst
May 2023 — Present · Madison, WI, US
Leverage my research and analysis of competitor data to develop a sales strategy for prospective clients.• Collaborate with external partners and develop new relationships with external vendors to ensure competitive service and pricing for products utilized by Sentry.• Report transferred assets, pipeline, rollovers, and other sales metrics to senior executives.• Create comprehensive fee comparisons based on my review of 404(a)(5) and 408(b)(2) fee disclosure documents for Sentry’s team of 15+ field associates.• Ensure timely and accurate investment benchmark return data for participant disclosures and investment profiles.• Analyze existing team processes and forms yielding increased efficiency and simplicity moving forward.
Education
University of Wisconsin-Madison
Bachelor's degree, Finance, Investment and Banking
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.