Retirement Plan Services (RPS)

Industry: Company

Description

Founded: 1989 Parent organization: EPIC ADVISORS INC

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Retirement Plan Services (RPS) Employees

Employee
Years
Job
Industry
Keith Goltschman Keith Goltschman Greater St. Louis Area Details
Keith Goltschman's Retirement Plan Services (RPS) Experience August 2009 - February 2014
Job Retirement Plan Consultant at Enterprise Bank & Trust
Industry Financial Services
Experience
Enterprise Bank & Trust  February 2014 - Present
Retirement Plan Services (RPS)   August 2009 - February 2014
GREEN Family Wealth Management   June 2008 - July 2009
LATICRETE International  2007 - 2008

Skills
Retirement Planning, Investments, Financial Planners, Pensions, 401k, Defined Contribution, Mutual Funds, Qualified Retirement..., Wealth Management, Employee Benefits, Defined Benefit, Financial Services, Investment Advisory, Retirement, ERISA, Profit Sharing, Series 7, Retirement Plan..., Financial Planning

Education
Washington University in St. Louis   2012 — 2014
Master of Business Administration (MBA)

Rockhurst University   2003 — 2007
Business, Economics and Political Science

Becky Nesbit, MBA Becky Nesbit, MBA Saint Louis, Missouri Details
Becky Nesbit, MBA's Retirement Plan Services (RPS) Experience October 2008 - May 2014
Job Retirement Plan Analyst
Industry Financial Services
Experience
Enterprise Holdings  May 2014 - Present
Retirement Plan Services (RPS)   October 2008 - May 2014
Hometown Phone Book   January 2008 - August 2008
UGA  August 2007 - December 2007
Trails West Council, BSA   June 2005 - June 2007

Skills
Sungard Relius..., Schwab Retirement..., ASC Recordkeeping, Microsoft Office, Insurance, Auditing, Retirement Planning, Banking, 401k, Customer Service, Pensions, Defined Benefit, Retirement, Defined Contribution, ERISA, Profit Sharing, Employee Benefits, Qualified Retirement..., Mutual Funds, Financial Services, Wealth Management, Securities, IRAs

Education
Southern Illinois University, Edwardsville   2009 — 2014
Graduate, MBA

Southern Illinois University, Edwardsville   2001 — 2005
Bachelor of Science, Business Administration; Marketing/Finance

Pleasant Valley High School   1997 — 2001

Jen Boyes Jen Boyes Dubuque, Iowa Details
Jen Boyes's Retirement Plan Services (RPS) Experience March 2013 - October 2013
Job Sales Support Coordinator Homecare at Medline Industries, Inc.
Industry Financial Services
Experience
Medline Industries, Inc.   March 2015 - Present
Retirement Plan Services (RPS)   March 2013 - October 2013
Prudential Financial  February 2012 - March 2013
Prudential Financial  September 2008 - February 2012
Prudential Financial  December 1999 - September 2008
Prudential Financial  May 1999 - December 1999
CartéGraph Systems, Inc.   September 1998 - March 1999
CartéGraph Systems, Inc.   September 1997 - September 1998

Skills
Retirement, Process Improvement, Customer Service, Procedure Creation, Efficiency, Testing, Compliance, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Outlook, Training, Data Analysis, Organization, Office Administration, Access

Education
Northeast Iowa Community College   1995 — 1997
Associate's Degree, Marketing/Marketing Management, General

Loras College   1994 — 1995
General Courses

Wahlert High School   1990 — 1994
Diploma, Honor Roll

Morgan Mayer Morgan Mayer Dubuque, Iowa Area Details
Morgan Mayer's Retirement Plan Services (RPS) Experience June 2015 - Present
Job Retirement Plan Technician
Industry Banking
Experience
Retirement Plan Services (RPS)   June 2015 - Present
Heartland Financial USA, Inc.   October 2014 - June 2015
Champps  July 2014 - December 2014
Stone Cliff Winery   July 2014 - November 2014
Diamond Jo Casino Worth  October 2013 - July 2014
Buffalo Wild Wings  October 2009 - October 2013
Tim Hortons  August 2008 - July 2009

Skills
Customer Service, Time Management, Teamwork, Organization, Communication, Critical Thinking, Problem Solving, Mathematical Analysis, Mathematics Education, Microsoft Office, Microsoft Word

Education
Loras College   2009 — 2013
Bachelor of Science (B.S.), Applied Mathematics

Northeast Iowa Community College-Calmar   2013 — 2013
Microbiology, General

Brittney Wilkins Brittney Wilkins Saint Louis, Missouri Details
Brittney Wilkins's Retirement Plan Services (RPS) Experience Escalation SpecialistEnterprise Rent-A-CarJune 2010 - October 2012
Job Retirement Technician at Retirement Plan Services (RPS)
Industry Financial Services
Experience
Retirement Plan Services (RPS)   Escalation SpecialistEnterprise Rent-A-CarJune 2010 - October 2012

Skills
Customer Service, Sales, Team Leadership, Telephone Skills, Customer Retention

Education
Webster University   2013 — 2016
Master of Arts (M.A.), Mental Health Counseling/Counselor

Alabama Agricultural and Mechanical University   2005 — 2010
Bachelor of Arts (B.A.), Psychology

Heather Obrecht Heather Obrecht Greater St. Louis Area Details
Heather Obrecht's Retirement Plan Services (RPS) Experience December 2007 - May 2008
Job Senior License and Title Coordinator at Enterprise Fleet Management
Industry Automotive
Experience
Enterprise Fleet Management  August 2015 - Present
Enterprise Fleet Management  October 2013 - August 2015
REMAX Edge, Hanson Team   May 2013 - September 2013
Save-A-Lot  September 2009 - April 2013
Professional Employment Group  September 2008 - September 2009
Retirement Plan Services (RPS)   December 2007 - May 2008
Hardee's Food Systems, Inc.   November 2006 - November 2007

Skills
Microsoft Excel, Microsoft Word, PowerPoint, MS Project, Access, Project Management, Project Coordination, Communication, Multi Tasking, Outlook, SharePoint, Keyboard Skills, Public Speaking, Leadership, Teamwork, Motivated self-starter, Process Improvement, Highly Detail Oriented, Merchandising, Social Networking, Brand Management, Brand Development, Microsoft Office, People-oriented, Forecasting, Marketing, Project Planning, Inventory Management, Retail, Management, Time Management, Purchasing, Sales, Process Scheduler, Customer Satisfaction, Inventory Control, Data Entry, Highly detail oriented, Spreadsheets, Visual Merchandising, Customer Service, Negotiation, Team Building

Education
Hickey College   2007 — 2012
Bachelor's Degree, Applied Management, 3.76/4.0

Hickey College   2005 — 2006
Associate's degree, Administrative Assistant, 4.0/4.0

Lindenwood University   2003 — 2005
Some College Coursework Completed - Earned 39 credit hours, Music Education - Instrumental

Francis Howell High School   1999 — 2003
Diploma, General Education

Wallace Gibson, QPA, QKA, ERPA Wallace Gibson, QPA, QKA, ERPA Dubuque, Iowa Area Details
Wallace Gibson, QPA, QKA, ERPA's Retirement Plan Services (RPS) Experience November 2011 - Present
Job Director of Plan Administration, Retirement Plan Services, Iowa
Industry Financial Services
Experience
Retirement Plan Services (RPS)   November 2011 - Present
Great Lakes Pension Associates, Inc.   July 1996 - November 2011
McCall & Associates   May 1991 - July 1996

Skills
Defined Benefit, 401k, Profit Sharing, Plan Design, ERISA, Pension Administration, Actuarial Science, Mutual Funds, Retirement, Defined Contribution, Asset Allocation, Qualified Retirement..., Employee Benefits, Retirement Planning, Retirement Plan..., Pensions, Wealth Management, Business Planning, Executive Pay

Education
Eastern Michigan University   1989 — 1993
Bachelor of Science, Major - Actuarial Mathematics and Economics; Minor - Computer Science

Shelby Frasher Shelby Frasher Dubuque, Iowa Area Details
Shelby Frasher's Retirement Plan Services (RPS) Experience August 2010 - Present
Job Plan Specialist at Retirement Plan Services, LLC
Industry Financial Services
Experience
Retirement Plan Services (RPS)   August 2010 - Present
Prudential Financial  2009 - 2010
Prudential Financial  2006 - 2009
Prudential Financial  2000 - 2006

Skills
Retirement, 401k, Retirement Planning, Employee Benefits, Pensions, Financial Services, Mutual Funds, ERISA, Defined Contribution, Retirement Plan..., Qualified Retirement..., Benefits Administration, Retirement Savings, Profit Sharing, Relationship Management, IRAs, 401k Rollovers, Series 6, Investment Advisory, Defined Benefit

Education
Iowa State University   1996 — 1999
B.S., Elementary Education, Social Sciences

Iowa State University   1995 — 1999

Banti Chowdhury Banti Chowdhury Overland Park, Kansas Details
Banti Chowdhury's Retirement Plan Services (RPS) Experience 2010 - 2014
Job Module Lead at Mphasis
Industry Information Technology and Services
Experience
Mphasis  November 2011 - Present
Retirement Plan Services (RPS)   2010 - 2014
Mphasis  November 2009 - November 2011
AIG Systems Solutions   April 2007 - November 2009

Skills
Databases, Unix, Requirements Analysis, QTP, Automation, Oracle, SQL, PL/SQL, Agile Methodologies, Java Enterprise Edition, SDLC, Core Java, Visual Basic, Microsoft SQL Server, JIRA, Java, VBScript, Data Modeling, DB2, Quality Center, Test Automation, HP QTP, Web Services

Education
Amravati University   2002 — 2006
Bachelor of Engineering (BE), Electronics and Telecommunications Engineering

Jared Van Cleave Jared Van Cleave Greater St. Louis Area Details
Jared Van Cleave's Retirement Plan Services (RPS) Experience Assistant ManagerFossilJune 2008 - November 2011
Job Financial Services
Industry Financial Services
Experience
Retirement Plan Services (RPS)   Assistant ManagerFossilJune 2008 - November 2011

Education
University of Missouri-Saint Louis
Bachelor's degree, Accounting and Finance

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