August saw some big wins for SRP in the talent department as SRP added two new offices. You heard about Brad Morgan and our Dallas office in last month’s newsletter. Joe Brummel from the Twin Cities also joined SRP in late August. An active advocate for helping plan sponsors build comprehensive retirement plans and preparing participants for retirement, Joe was a PLANSPONSOR Retirement Plan Advisor of the Year Finalist in 2018, is a Founding Lecturer of The Retirement Advisor University™, and serves as Adjunct Lecturer for The Plan Sponsor University™ in Minnesota.
Joe’s extensive knowledge and communication skills have made him a sought-after speaker and writer for CEO, CPA and Human Resources Groups, as well as major media organizations such as Twin Cities Business and the Pioneer Press. He has also been named to 401kWire’s “Top 300 Most Influential Defined Contribution Advisors” in America in 2010 and 2011, and the Financial Times “401 Top Retirement Plan Advisors” of 2016 and 2017.
In addition, SRP gained a two Plan Consultants, a Relationship Manager and an Education Specialist.
Ann Hansen joins SRP as a Senior Plan Consultant in the Great Lakes office. She joins Strategic Retirement Partners as a Senior Plan Consultant with over 16 years in the industry. Prior to joining Strategic Retirement Partners, Ann was a Lead Client Executive with Transamerica Retirement Solutions. She assists plan sponsors in the areas of plan design, compliance, participant communication, and testing. Ann works closely with plan sponsors and advisors by offering customized service to meet their retirement plan needs.
Samantha Wetterlund joins SRP as a Plan Consultant in the Twin Cities office. She is an experienced re
tirement plan consultant with over eight years in the industry. Sam is responsible for building, maintaining and enhancing client relationships, project management, quarterly meetings/presentations to benefit plan committee members, sales, contract negotiation, creating and facilitating participant education media, communications, and seminars.
Jean Routh also joins SRP in the Twin Cities office. Jean is a Relationship Manager, Operations. She assists the team and our clients by delivering excellent service and clear communications, with an eye for detail, to ensure client expectations are always exceeded. Jean brings more than 25 years of valuable experience in office administration, including financial services experience since 2003.
Jenny Moore joins SRP in the Great Lakes office as an Education Specialist. She collaborates with plan sponsors to create & implement impactful employee education, customized for both on-site and web-based delivery. Jenny is committed to developing and presenting timely and understandable information to help our clients and their employees achieve their desired retirement outcomes.