Lee Feldman
Dubuque,IA
Summary
Driven Defined Contribution Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 11 years' experience in Retirement Plan industry.
Overview
14
14
years of professional experience
Work History
Relationship Manager
HTLF Retirement Plan Services
09.2019 - Current
- Build trusted relationships with clients by getting to know them on a personal level and ensure their concerns are met
- Assist clients with their defined contribution plan including but not limited to testing, contributions, RMD's, education, plan reviews and market breakdowns.
- Maintains good report with clients of all sizes. From plans with 50 million in assets to plans under five hundred thousand.
Retirement Plan Specialist
HTLF Retirement Plan Services
04.2012 - 09.2019
- Processed contributions, distributions, RMD's, QDRO's and corrections
- Completed annual compliance testing including cross testing
- Processed hundreds of 5500 tax forms
- Created and published quarterly participant statements
Call Center Representative
Prudential Retirement
04.2009 - 04.2012
- Answered on average 50 calls per day from participants related to their retirement accounts.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly
Education
Bachelor of Arts -
University of Wisconsin – Platteville
05.2008
Associate - Arts
Northeast Iowa Community College
12.1999
Skills
- Relationship Building
- Issue Resolution
- Customer Education and Consulting
- Compliance Assessment
- Microsoft Office
- Relius Record Keeping Software
Accomplishments
ASPPA QKA Designation 2015
Timeline
Relationship Manager
HTLF Retirement Plan Services
09.2019 - Current
Retirement Plan Specialist
HTLF Retirement Plan Services
04.2012 - 09.2019
Call Center Representative
Prudential Retirement
04.2009 - 04.2012
Bachelor of Arts -
University of Wisconsin – Platteville
Associate - Arts
Northeast Iowa Community College
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