Trisha Umpfenbach
Sales Learning Consultant, Retirement Services @ADP
Signup · Get unlimited contacts
WORK HISTORY
Sales Learning Consultant, Retirement Services @ADP
EDUCATION
Central Michigan University
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
Florence University of the Arts
Italian Studies
SKILLS
ABOUT TRISHA UMPFENBACH
I am dedicated to providing flexible retirement plan solutions designed to complement the expertise and value provided by advisors and third-party administrators. Together, we can deliver a customized solution that meets the unique needs of employers and their employees.Key focus includes:• Maximizing administrative fiduciary protection and overall fiduciary support for employers.• Outsourcing of key ongoing administrative tasks associated with running the plan, such as approving loans, distributions and hardship requests and distribution of required notices. • Helping employees overcome behavioral finance challenges through strategic enrollment and ongoing education solutions.• Solutions for all types of defined contribution plans as well as defined benefit articles, comments and links to websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon as investment, insurance or financial advice. ADP, Inc. make no representation as to the accuracy or completeness of any systems, statistics, data, opinions, forecasts, or predictions provided in any third-party article, comment or website content. Also please note that due to industry regulations, I am unable to accept or give recommendations or endorsements.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.