Position:

Relationship Manager
 

Responsibilities

As a Relationship Manager, Allyson specializes in the administration and support of Retirement Plans, serving as a key contact person for business owners and HR Professionals. She educates plan sponsors on ERISA compliance and tax law changes. Allyson monitors accounts on an ongoing basis and conducts account reviews with clientele. She also handles tax preparation and testing functions.

Education

Bachelor of Arts, Political Science
University of Wisconsin-Madison Madison, WI

Experience

Administrative Assistant-Investment Department
Trust Point

Marketing Coordinator
The Warren Firm


 

Contact Information

Phone Numbers:
608.782.1148
800.658.9474

Email: akrause@trustpointinc.com