Jennifer McCoy

Jennifer McCoy Dumas
Senior Plan Consultant

Phone:  888.202.3927
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Jennifer has over 20 years of experience working with employers sponsoring both qualified and non-qualified retirement plans. Jennifer’s experience in the industry positions her to assist employers in identifying their unique retirement plan objectives, and aligning plan design and administration to maximize the specific goals. She is passionate about preparing participants for retirement through on-going education and plan design solutions with measurable results.

Jennifer takes a consultative approach with her clients to establish best practices, conducting thorough committee meetings, and assisting employers in acting in the best interest of the plan participants to manage fiduciary obligations.

Prior to joining our team Jennifer worked with several vendors in the retirement industry as a Senior Relationship Manager along with leading a team of Retirement Consultants. She holds the Accredited Retirement Plan Consultant (ARPC) designation through the Society of Professional Asset-Managers and Record Keepers (SPARK). She is also a registered representative with FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 63 (Uniform Securities Agent State Law Examination) licenses.

Jennifer and her husband reside in Chicago, Illinois.

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Office Quick Contacts

Arkansas & Southern Missouri

479.553.9311

Central Florida

888.202.3927

Central Texas

866.901.4015

Great Lakes

888.202.3927

Michigan

248.773.7046

Mid Atlantic

757.645.3975

Mid Central

513.602.2868

Midwest

515.867.2444

Northeast

401.521.5588

Northern California

650.587.8616

Oklahoma

918.298.3050

Rocky Mountains

720.289.3833

Wisconsin

262.439.4751

 
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