She is your Relationship Manager (RM). While she doesn’t do everything, she does make certain that we are keeping your plan compliant and serving you and the plan participants. We have departments designated to handle contributions, distributions, compliance, plan documents, daily record-keeping, and other areas, and the plan’s RM helps coordinate these projects and tasks. We all work together to serve you! If you forgot who your Relationship Manager is, then ask us and she’ll reach out to you. You can also “meet” her on our Staff page.
