Meet
Meet Megan Sherman
CPFA
Senior Relationship Manager
Email: megan@retirementsolutiongroup.com Phone: 866-352-7731 Ex: 200
With RSG since 2011
My Favorite Thing About My Work at RSG
A feel good moment was when I helped a member from start to finish on his retirement journey. I went to his jobsite, enrolled him in the 401k and helped him all along the way. From changing his percentage annually, to seeing him attend the retirement readiness seminars to finally coming in for a final meeting to fill out his systematic withdrawal paperwork to start collecting his 401k.
About Me
Megan services the multi-employer plans at RSG with a focus on Union Plans. She helps thousands of participants from the beginning of their retirement journey all the way to the end. She enrolls members, helps them with their investment selection, assists with transaction requests, processes their payroll contributions, provides participant education along the way, and at the end helps them withdraw and start receiving their benefit. In addition to her daily duties, she is also a team lead; managing a team of 6 and is part of the investment and marketing committees.
My Licenses and Certifications
- Certified Plan Fiduciary Advisor (CPFA)
- Series 6
- Series 63
What I do at RSG
- Advisory
- Relationship Management
Ask Me About
- Employee Education and Engagement
- Client Customer Support
- ERISA Compliance
- Audit Support
- Plan Health and Participant Analysis
- Enrollment Support
- Recordkeeping / Asset Reconciliation
- Multi-Employer Plans
- Participant Transactions
Background
Undergrad at University of Illinois at Chicago10+ years of industry experience.