The PLANSPONSOR Service Star awards program recognizes the retirement plan account representatives and relationship managers who, in the words of their plan sponsor clients, have demonstrated exemplary service.
Sponsors responding to the 2019 PLANSPONSOR Defined Contribution (DC) Survey, results of which are published as the 2019 PLANSPONSOR DC Best in Class Providers Survey and 2019 PLANSPONSOR DC Plan Benchmarking Survey, singled out their reps by name and gave specific examples of why they were nominated. The four individuals and six teams noted below were selected by the PLANSPONSOR Surveys and Research group, who reviewed the nominations and plan sponsor comments. Service Stars are chosen for excellence in a range of service areas.
Profiles are viewable below.
Client Relationship Manager
Bank of America
Client Service Manager
Relationship ManagerKatie Krapff
Director of Communication ConsultingStaci Probst
Vice President, Strategic Relationship ManagementTed Pirrera
Senior ERISA ConsultantGina Vallee
Strategic Communication Consultant, Pacific and Central Division
Customer Operations SpecialistChandra Nippoldt
Senior Account Manager
Client ExecutiveMelissa Rietveld
Account ManagerSuzanne Sweet
Senior Client Consultant
Senior Marketing SpecialistHeidi Schiller