Retirement Plan Concepts & Services, Inc.

Description

Address: 10319 Dawsons Creek Blvd a, Fort Wayne, IN 46825 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (260) 484-0848: Category: Place name: : : : : : Website: Website: https://www.rpcsi.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.

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Retirement Plan Concepts & Services, Inc. Employees

Employee
Years
Job
Industry
Stacy Covella Brown, ERPA, QKA Stacy Covella Brown, ERPA, QKA Fort Wayne, Indiana Area Details
Stacy Covella Brown, ERPA, QKA's Retirement Plan Concepts & Services, Inc. Experience January 2002 - Present
Job ERISA Consultant at Retirement Plan Concepts & Services, Inc.
Industry Accounting
Experience
Retirement Plan Concepts & Services, Inc.   January 2002 - Present
UMB Bank  July 1998 - December 2001
Fort Wayne National Bank  August 1993 - July 1998

Skills
Retirement, ERISA, Retirement Plan..., 401k, Pensions, Retirement Planning, Pension Administration, Qualified Retirement..., Profit Sharing, Defined Contribution, Employee Benefits, Defined Benefit

Education
Indiana University—Purdue University Fort Wayne   1992 — 1997
B.S. Business

Heidi Watson Heidi Watson Fort Wayne, Indiana Area Details
Heidi Watson's Retirement Plan Concepts & Services, Inc. Experience December 2013 - July 2014
Job HR & Facilities Generalist at Extension Healthcare
Industry Government Administration
Experience
Extension Healthcare  November 2014 - Present
ResCare  July 2014 - November 2014
Retirement Plan Concepts & Services, Inc.   December 2013 - July 2014
Metabolic Research Center  April 2013 - November 2013
Metabolic Research Center  April 2011 - April 2013
Wells County Probation Department   June 2006 - April 2013
Littleton Advertising & Marketing   2002 - 2004

Skills
Advertising, Marketing Communications, Marketing, Email Marketing, Media Relations, Copywriting, Social Media, Marketing Strategy, Budgets, Pensions, Customer Service, Social Media Marketing, ERISA, Sales, Microsoft Office, Management, Interviewing Skills

Education
Purdue University   1989 — 1993
Bachelor of Arts (BA), Criminal Justice and Sociology

Wawasee

Jennifer J. Reinke Jennifer J. Reinke Fort Wayne, Indiana Area Details
Jennifer J. Reinke's Retirement Plan Concepts & Services, Inc. Experience May 2008 - February 2011
Job Executive Administrator at Hanna Brothers Drywall & Painting, Inc.
Industry Construction
Experience
Hanna Investment Corporation d/b/a Hanna Brothers Drywall & Painting, Inc.   December 2013 - May 2015
Rosema Construction, Inc. (Rosema Corporation)   August 2011 - January 2014
Retirement Plan Concepts & Services, Inc.   May 2008 - February 2011
Krouse Kern & Company   January 2008 - May 2008
The Children's Health Center   March 2006 - December 2007
Onslow Pediatric Associates   January 2000 - February 2006

Skills
Microsoft Office, Excel, Administrative Support, Payroll, Calendars, Invoicing, Budgeting, Word, Scheduling, PowerPoint, Conferences, Expenses, Outlook, Billing, Customer Service, Databases, Preparation, Executive Management, Financial Reporting, Spreadsheets, Event Planning, Access, Planning, Insurance, Accounts Receivable, Accounts Payable, Data Entry, Process Scheduler, Microsoft Excel, Sales, Management, 401k, Small Business, Microsoft Word, Customer Satisfaction, Project Planning, Budgets

Education
University of Alaska Fairbanks   1993 — 1994

Alaska Computer Institute   1994 — 1994
Diploma, Medical Office Specialist

Fayetteville Technical Community College   1995 — 1997
Certification, Certified Medical Assisting

State of North Carolina Department of Insurance

Adam Wyckoff Adam Wyckoff Phoenix, Arizona Details
Adam Wyckoff's Retirement Plan Concepts & Services, Inc. Experience January 2013 - June 2013
Job Student at University of Advancing Technology
Industry Computer Games
Experience
Retirement Plan Concepts & Services, Inc.   January 2013 - June 2013
Granite City Food & Brewery  June 2011 - May 2013

Skills
File Management, Python, C#, Following Instructions, Taking Orders, Listening to customers, Helping Clients

Education
University of Advancing Technology   2013 — 2016
Bachelor's Degree, Video Game Programming

Andrew Wyckoff Andrew Wyckoff Fort Wayne, Indiana Area Details
Andrew Wyckoff's Retirement Plan Concepts & Services, Inc. Experience August 2013 - Present
Job Assistant ERISA Consultant at Retirement Plan Concepts & Services, Inc.
Industry
Experience
Retirement Plan Concepts & Services, Inc.   August 2013 - Present
Retirement Plan Concepts & Services, Inc.   June 2012 - August 2013
Granite City Food & Brewery  March 2011 - March 2013

Skills
Graphic Design, Social Media, Technology, Problem Solving, Newsletters, Designing Marketing...

Education
ITT Technical Institute-Fort Wayne   2012 — 2014
Business Administration and Management, General

Jason Brown, APR, CBC Jason Brown, APR, CBC Fort Wayne, Indiana Area Details
Jason Brown, APR, CBC's Retirement Plan Concepts & Services, Inc. Experience May 2010 - Present
Job Business Development Director Qualified Retirement Plan Strategist at Retirement Plan Concepts & Services, Inc.
Industry Financial Services
Experience
Retirement Plan Concepts & Services, Inc.   May 2010 - Present
Tower Trust Company   December 2007 - April 2010
Hylant Group  December 2005 - December 2007
UMB Bank  1998 - 2002
UMB Bank  1998 - 2002

Skills
Plan Design, Pension Administration, Benchmarking, Pensions, ERISA, 401k, Plan Administration, Profit Sharing, Defined Benefit, Due Diligence, Business Planning, Financial Advisory, Retirement Planning, Retirement Plan..., Mutual Funds, Retirement, Asset Allocation, Defined Contribution

Education
Indiana University-Purdue University at Fort Wayne

Lisa Bowser, ERPA, QKA Lisa Bowser, ERPA, QKA Fort Wayne, Indiana Area Details
Lisa Bowser, ERPA, QKA's Retirement Plan Concepts & Services, Inc. Experience November 2002 - Present
Job ERISA Consultant at Retirement Plan Concepts & Services, Inc.
Industry Financial Services
Experience
Retirement Plan Concepts & Services, Inc.   November 2002 - Present

Skills
Profit Sharing, 401k, Retirement, Pensions, ERISA, Retirement Plan..., Retirement Planning, Pension Administration, Defined Benefit, Business Planning, Contract Negotiation, Qualified Retirement..., Defined Contribution, Financial Planning

Education
Indiana University—Purdue University Fort Wayne
Bachelor's Degree, Finance Major

Ronda Bernath Ronda Bernath Fort Wayne, Indiana Area Details
Ronda Bernath's Retirement Plan Concepts & Services, Inc. Experience August 2012 - Present
Job Business Manager at Retirement Plan Concepts & Services, Inc.
Industry Accounting
Experience
Retirement Plan Concepts & Services, Inc.   August 2012 - Present
Retirement Plan Concepts & Services, Inc.   July 2010 - August 2012

Skills
Business Planning, Payroll, 401k, Retirement, Pensions, Tax, Strategic Financial..., Small Business, Financial Reporting, Cash Flow, Insurance, Finance, Employee Benefits, Financial Accounting

Education
Indiana Wesleyan University   2012 — 2014
Master of Business Administration (MBA)

Manchester University   2000 — 2004
BA, Finance

Megan Plank Megan Plank Fort Wayne, Indiana Details
Megan Plank's Retirement Plan Concepts & Services, Inc. Experience April 2011 - Present
Job New Business Coordinator at Retirement Plan Concepts & Services, Inc.
Industry Accounting
Experience
Retirement Plan Concepts & Services, Inc.   April 2011 - Present
Granite City Food & Brewery  March 2008 - August 2011

Skills
Microsoft Office, Microsoft Excel, Pension Systems, Adobe Acrobat, Microsoft Publisher, Outstanding verbal, Medical Terminology, Microsoft Word

Education
Indiana University-Purdue University at Fort Wayne   2007 — 2013
BA- In progress, Forensic Psychology/ Criminal Justice