Robert Congdon
Vice President, Trust Officer & Retirement Services Manager @Lake City Bank
Fort Wayne, IN, US
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2021 — Present
Vice President, Trust Officer & Retirement Services Manager @Lake City Bank
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Warsaw, IN, US
Managing a Retirement Plan Services (RPS) department responsible for the implementation and maintenance of tax qualified retirement plans. Liaison between our plan sponsors and recordkeepers and Third-Party Administrators (TPA). Relationship management among bank clients and all other departments of Lake City Bank.
EDUCATION
N/A
Ball State University - College of Business
Bachelor of Science (BS)
ABOUT ROBERT CONGDON
Skills: Plan Documents, Plan Design, Prevailing Wage, Multiple Employer Plans, Qualified…
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