Mark Minor
Charlestown ,IN
Summary
I am looking to forward my growth in retirement service and expand my knowledge of the industry.
Overview
21
21
years of professional experience
Work History
Sr Retirement Plan Consultant
Ascensus Retirement Services
08.2026 - Current
- Advised retirement plan sponsors on compliance, plan design, and operational best practices.
- Reviewed plan documents and participant data for accuracy, eligibility, and regulatory alignment.
- Coordinated client meetings to address service issues, action items, and retirement plan changes.
- Analyzed plan metrics to identify process improvements and service gaps.
Retirement Sr Plan Manager
Voya Financial
01.2025 - 07.2026
- Assist company and financial advisors with day to day operations of a 401(k) plan
Retirement Plan Manager
OneAmerica
04.2022 - 01.2025
Client Service Manager
ADP
08.2018 - 04.2022
Independent Contracted Licensed Agent
Tristate Financial
03.2018 - 08.2018
- Responsible for building new clientele through networking, referrals, and personal observations.
Intern/Co-Op/Licensed Agent
New York Life Insurance Company
04.2017 - 03.2018
- Intern during school and after graduation of a licensed agent for life insurance policies and annuities.
Lead Transporter
Baptist Health Louisville
11.2005 - 04.2017
- Developed and maintained relationships with customers and suppliers through account development.
- Maximized performance by monitoring daily activities and mentoring team members.
- Accomplished multiple tasks within established timeframes.
Education
Bachelor of Science - Business Adm, Finance, Minor of Business Economics
University of Louisville
12-2017
Skills
- Organizational skills
- Communication
- Data entry
- Daily reporting
- Excel
- Word
- PowerPoint
- Copilot
- Regulatory compliance
- Risk assessment
- Investment analysis
- Customer relationship
- Payroll management
- Profit and Loss (P&L) management
- Scheduling
- Budget monitoring
- Financial transaction recording
- Customer service
- Verbal communication
- Written communication
- Relationship building
Accomplishments
- I have 8 years of experience in the financial services retirement industry.
- Assisting company plans with day to day operations and compliance testing including Form 5500.
Awards
- Baptist Health Louisville Champion, 01/01/15, Nominated for 2015 Baptist Health Louisville Employee of The Year
- ASPPA RPF
- FINRA Securities Licensing, Series 6
- FINRA Securities Licensing, Series 63
References
Available Upon Request
Timeline
Sr Retirement Plan Consultant
Ascensus Retirement Services
08.2026 - Current
Retirement Sr Plan Manager
Voya Financial
01.2025 - 07.2026
Retirement Plan Manager
OneAmerica
04.2022 - 01.2025
Client Service Manager
ADP
08.2018 - 04.2022
Independent Contracted Licensed Agent
Tristate Financial
03.2018 - 08.2018
Intern/Co-Op/Licensed Agent
New York Life Insurance Company
04.2017 - 03.2018
Lead Transporter
Baptist Health Louisville
11.2005 - 04.2017
Bachelor of Science - Business Adm, Finance, Minor of Business Economics
University of Louisville