Meet

Meet Elvia Sanchez

CPFA

Principal

Email: elvia@retirementsolutiongroup.com
Phone: 866-352-7731 Ext: 410

With RSG since 2007

My Favorite Thing About My Work at RSG

Not a particular moment but more like theme. The call from clients thanking you for assisting them and that they are glad that they took your recommendation.

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About Me

Elvia Sanchez has been working for over fifteen years in the qualified plan realm and joined RSG in early 2007. Although Elvia has worn many hats with RSG – participant and plan administration support, compliance oversight to plan conversions, her true focus areas are client retention, Trustee reviews, and the employee education meetings. Employee participation is a key factor in running a healthy qualified plan, and with a creative and if needed bilingual approach, Elvia engages and motivates employees into making retirement savings an essential part of their overall financial planning picture.

My Licenses and Certifications

  • Certified Plan Fiduciary Advisor (CPFA)
  • Series 6
  • Series 63

Retirement plans are a marathon not a race. You have to give yourself and the client time to build and establish a good relationship.

What I do at RSG

  • Advisory
  • Plan Consultation
  • Relationship Management

Ask Me About

  • Employee Education and Engagement
  • Client Customer Support
  • ERISA Compliance
  • Investment Selection and Monitoring
  • Annual Plan Administration
  • Plan Analysis
  • Service Provider Selection
  • Plan Health and Participant Analysis
  • Establish Plan Oversight Committees
  • Plan Design and Documentation
  • Individual Retirement Accounts
  • Developing Individualized Retirement Readiness Strategies
  • Enrollment Support
  • Providing commentary on Investment Markets
  • Defined Contribution Plans
  • Recordkeeping / Asset Reconciliation
  • Plan Termination Support
  • Multi-Employer Plans
  • Participant Transactions
  • Installation / Conversion of Plans
  • Benchmarking Analysis

Background

Undergrad at San Diego State University

20+ years of industry experience.

In My Spare Time I Like...

I am originally from California and have yet to acclimate myself to the Midwest weather, but with two daughters and a husband, hiding indoors, let it be summer or winter, is not an option. So, if I'm not traveling, I am at a concert, enjoying time with my family, or finding new restaurants.

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