Meet
Meet Mary Wade
QKA
Senior Plan Consultant
Email: mwade@retirementsolutiongroup.com Phone: 866.352.7731 ext. 180
With RSG since 2014
My Favorite Thing About My Work at RSG
There's no one moment in particular, but it's all about going the extra mile to provide excellent customer service.
About Me
Mary is both a Plan Consultant of Defined Contribution plans and New Business Coordinator. Her work includes census analysis, contribution calculations, keeping the plan operating in compliance based on the Plan Document, the annual non-discrimination testing, and financial reconciliation. She is also responsible for the plan set up for all new RSG clients.
My Licenses and Certifications
- Qualified 401(k) Administrator
Make sure that your Plan is designed to meet the needs of your employees.
What I do at RSG
- Plan Consultation
- Third Party Administration
- Special Consulting Projects
Ask Me About
- Client Customer Support
- New Business Development
- ERISA Compliance
- Preparation and Filing of 5500 returns
- Annual Plan Administration
- Plan Analysis
- Audit Support
- Plan Design and Documentation
- Defined Contribution Plans
- Recordkeeping / Asset Reconciliation
- Plan Termination Support
- Installation / Conversion of Plans
Background
Undergrad at Illinois State University10+ years of industry experience.
In My Spare Time I Like...
When I am not working, I am a dog mom to Palmer, a golden Retriever, who is completely spoiled. I also enjoy furniture rehabbing, gardening, bringing my Pinterest pins to life, and spending time with family and friends.