ResponsibilitiesAs 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.
EducationBachelor of Arts, Political Science
University of Wisconsin-Madison Madison, WI
ExperienceAdministrative Assistant-Investment Department
The Warren Firm
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