Retirement Plan Services, LLC

Industry: Company

Description

Founded: 1989 Parent organization: EPIC ADVISORS INCFeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportJohn Hancock Retirement Plan Services, LLCWebsiteDirections Saved (0) Saved Save Financial institution in Westwood, Massachusetts Address: 690 Canton St, Westwood, MA 02090 Phone: (781) 619-2000Website: : Category: : : : : Place name: : Hours: Website: https://www.jh401kadvisor.com/ Category: Financial Institution 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of John Hancock Retirement Plan Services, LLC Posting publicly on the Web Write a review Reviews Be the first to review

Retirement Plan Services, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Retirement Plan Services, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Retirement Plan Services, LLC Employees

Employee
Years
Job
Industry
Steve Rataj, QKA Steve Rataj, QKA Saint Louis, Missouri Details
Steve Rataj, QKA's Retirement Plan Services, LLC Experience 2004 - 2013
Job Retirement Plan Marketing Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.  2013 - Present
Retirement Plan Services, LLC   2004 - 2013
R-Tech Consultants, Inc.   September 2003 - December 2004
Moneta Group  December 1998 - February 2001

Skills
Retirement Plan..., Retirement Planning, Qualified Retirement..., 401k, 403 b, 457 Plans, ERISA, Rollovers, Qualified 401(k)..., Relius Administration, SRT, Defined Contribution, Defined Benefit, Employee Benefits, Portfolio Management, Process Improvement, Property & Casualty..., Life & Health Insurance..., Accounting

Education
University of Missouri-Saint Louis   1997 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance

Sarah Keibler AIF Sarah Keibler AIF Seattle, Washington Details
Sarah Keibler AIF's Retirement Plan Services, LLC Experience 2002 - 2005
Job Retirement Plan Consultant at Alliant Insurance Services
Industry Financial Services
Experience
Alliant Insurance Services  May 2015 - Present
ClearPoint Financial  September 2006 - April 2015
Hope on the HIll Guild   2009 - 2015
Advanced Benefits Consulting   2005 - 2006
Retirement Plan Services, LLC   2002 - 2005

Skills
Series 63, 401k, Series 7, Retirement Plan..., Mutual Funds, Retirement Planning, Financial Advisory, Insurance, Retirement, Investment Advisory

Education
University of Northern Iowa   1997 — 2001
Bachelors degree, Finance and Economics

Jason Hightower Jason Hightower Saint Louis, Missouri Details
Jason Hightower's Retirement Plan Services, LLC Experience August 2014 - Present
Job Operations Specialist at Retirement Plan Services, LLC
Industry Financial Services
Experience
Retirement Plan Services, LLC   August 2014 - Present
Retirement Plan Services, LLC   July 2013 - July 2014
Retirement Plan Services, LLC   December 2011 - July 2013
Lowe's Companies, Inc.   July 2011 - December 2011
Lowe's Companies, Inc.   August 2008 - July 2011

Skills
Retirement, 401k, Loans, Financial Services, Mutual Funds

Education
Webster University   2010 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General

Truman State University   2008 — 2010

Julie Opdyke Julie Opdyke Greater St. Louis Area Details
Julie Opdyke's Retirement Plan Services, LLC Experience September 2002 - April 2011
Job Marketing & Sales Associate at Northern Trust
Industry Financial Services
Experience
Northern Trust  October 2011 - Present
Retirement Plan Services, LLC   September 2002 - April 2011

Skills
Marketing, Marketing Strategy, Market Research, Social Media Marketing, Project Management, Direct Marketing, Strategic Planning, Social Media, Microsoft Office, Equities, New Business Development, Financial Services

Education
University of Colorado at Boulder   1991 — 1995
Bachelor of Arts, International Affairs

Angela Schuster, QKA Angela Schuster, QKA Dubuque, Iowa Details
Angela Schuster, QKA's Retirement Plan Services, LLC Experience March 2013 - Present
Job Retirement Plan Specialist at Retirement Plan Services, LLC
Industry Financial Services
Experience
Retirement Plan Services, LLC   March 2013 - Present
Applebee's Neighborhood Bar and Grill  May 2005 - March 2013
Heacock and Jones Financial Services   May 2008 - December 2011

Skills
401k, Profit Sharing, ERISA, Retirement, Customer Service, Retirement Planning, Time Management

Education
Loras College   2004 — 2008
Bachelor's degree, Finance, General

Karis Schwent Karis Schwent Greater St. Louis Area Details
Karis Schwent's Retirement Plan Services, LLC Experience January 2013 - Present
Job Director of Employee Benefit Plan Administration
Industry Accounting
Experience
Retirement Plan Services, LLC   January 2013 - Present
RubinBrown Benefits Group   June 2009 - December 2012

Education
Rockhurst University   1983 — 1987

David L Davidson David L Davidson Greater St. Louis Area Details
David L Davidson's Retirement Plan Services, LLC Experience April 2001 - Present
Job Owner, Retirement Plan Services, LLC
Industry Financial Services
Experience
Retirement Plan Services, LLC   April 2001 - Present

Education
Drake University   1997 — 1999
Business Administration and Management, General

Iowa State University   1993 — 1995
Bachelor of Arts (B.A.)

Kristina Dorsen Kristina Dorsen Greater Chicago Area Details
Kristina Dorsen's Retirement Plan Services, LLC Experience April 2008 - December 2009
Job Senior Banker
Industry Financial Services
Experience
Johnson Financial Group  July 2010 - Present
Retirement Plan Services, LLC   April 2008 - December 2009

Education
University of Missouri-Columbia   2002 — 2007
BS, Agricultural Business Management

Ginni Mittler Ginni Mittler Saint Louis, Missouri Details
Ginni Mittler's Retirement Plan Services, LLC Experience March 2007 - Present
Job office coordinator at Retirement Plan Services LLC
Industry Financial Services
Experience
Retirement Plan Services LLC  March 2007 - Present
Sisters of Divine Providence  October 1997 - February 2006
Carlton Cards  December 1993 - October 1997

Education
University of Missouri-Saint Louis   1993 — 1999
BA, General Communications

University of Missouri-Rolla   1970 — 1973
Math Education

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