Luke Nicholson

Retirement Plan Analyst @Sentry

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.

University of Wisconsin-Madison

Bachelor's degree, Finance, Investment and Banking