Paula Loeb

BIO

Paula Loeb has served as a relationship manager with The Standard since 2003. She brings valuable experience from her earlier career in human resources, applying that to her work with clients and advisers. She holds a Bachelor of Science in business administration from the State University of New York at Brockport.

NOMINATOR COMMENTS

A motorsports dealer said: “Operating a motorsports dealership and handling all the HR functions have always been enough to keep me as busy as any executive can be. When we decided to offer a 401(k) plan, we knew we would need help to navigate our way through the laws and functions involved to properly manage it. There is absolutely no way we could have succeeded without Paula Loeb. In the time we have partnered with her, she has been the one to keep us on track and up to date with all new guidelines, policies and laws. She is always available, when needed, and constantly reaches out to ensure we are OK. We meet at least twice a year, and Paula is always there with us, offering the help and guidance necessary to administer a successful plan. There is not just one thing Paula does for our plan, rather it’s the sum of all she does for us. Paula is the ‘relationship’ in relationship manager.”

A nonprofit health maintenance organization said: “Our organization transitioned 401(k) recordkeeping to The Standard last year, and it was a heavy lift. Paula went out of her way to ensure a smooth transition. She is always available when assistance is needed. She has attended many, many staff meetings and reviewed our 401(k) programs with employees. She always returns emails and answers all the questions in the emails. She follows up if our other 401(k) providers don’t answer questions and prods them into replying. She obviously takes her job seriously and takes pride in it. She is honest and forthright, and I appreciate that.”