Meet
Meet Mary Ulrich
Benefits Analyst
Email: mary@retirementsolutiongroup.com Phone: 866.352.7731 ext. 120 or203
With RSG since 2011
About Me
Mary joined the RSG team in 2011 and has extensive experience in the pension field focusing on withdrawals, loans, hardships, and other types of distributions. As a Senior Benefits Analyst, she focuses on Third Party administration and specializes in client customer support, preparing and filing 5500’s and managing employee participant transactions.
My Licenses and Certifications
- Retirement Plan Fundamentals 1 and 2
Participants must provide beneficiary information and update as needed. When setting up a participant account online, use a personal email address that they check often.
What I do at RSG
- Third Party Administration
Ask Me About
- Client Customer Support
- Preparation and Filing of 5500 returns
- Participant Transactions
20+ years of industry experience.
In My Spare Time I Like...
I am a lifelong Chicagoland native and avid Chicago sports fan currently living in suburban Lake County. I have been married for over 30 years and have 2 adult children and 2 grandchildren.