Cpc Nate Sherman
Relationship Management is all about helping our clients unlock greater potential from their defined contribution retirement plans so... | Portland, Oregon, United States
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Cpc Nate Sherman’s Location Portland, Oregon, United States
Cpc Nate Sherman’s Expertise Relationship Management is all about helping our clients unlock greater potential from their defined contribution retirement plans so that our client’s employees realize a better life in retirement. I work with defined contribution plan clients to provide strategic consulting, plan design expertise, diagnostic plan analysis, compliance oversight, fiduciary oversight, and thought leadership. I work to achieve superior retirement outcomes for our client’s participants by helping them to realize opportunities for plan improvements that they may not have realized existed. I also lead our clients through plan design and fund changes, making sure everything is executed in synchronicity. I conduct plan group meetings and 1-on-1 meetings with participants so that they know not just what to do but why. With over 15 years of experience as a Relationship Manager, I have the knowledge to help clients wade through complex issues and make recordkeeping administration easier and more efficient for everyone. I am a Certified Pension Consultant as designated by the American Society of Pension Professionals and Actuaries. My expertise in 401(k) and all kinds of defined contribution plans spans a wide variety of areas including but not limited to: • Strategic Plan Designs Expertise • Plan Analysis and Recommendations • Plan Compliance and Fiduciary Governance • Driving Plan Changes to fruition • Presentations before Plan Committees • Participant Group and 1-on-1 Meetings
Cpc Nate Sherman’s Current Industry Transamerica
Cpc
Nate Sherman’s Prior Industry
Milliman
|
Transamerica
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Work Experience
Transamerica
Manager Client Executive
Tue May 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Milliman
Principal | Relationship Manager
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Milliman
Principal | Supervisor Defined Contribution Plans Operations | Relationship Manager
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Milliman
Relationship Manager
Mon Jan 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cpc Nate Sherman Email Addresses
FAQ About Cpc Nate Sherman
-
Cpc Nate Sherman is located at
Portland, Oregon, United States -
Cpc Nate Sherman is a
Relationship Management is all about helping our clients unlock greater potential from their defined contribution retirement plans so that our client’s employees realize a better life in retirement. I work with defined contribution plan clients to provide strategic consulting, plan design expertise, diagnostic plan analysis, compliance oversight, fiduciary oversight, and thought leadership. I work to achieve superior retirement outcomes for our client’s participants by helping them to realize opportunities for plan improvements that they may not have realized existed. I also lead our clients through plan design and fund changes, making sure everything is executed in synchronicity. I conduct plan group meetings and 1-on-1 meetings with participants so that they know not just what to do but why. With over 15 years of experience as a Relationship Manager, I have the knowledge to help clients wade through complex issues and make recordkeeping administration easier and more efficient for everyone. I am a Certified Pension Consultant as designated by the American Society of Pension Professionals and Actuaries. My expertise in 401(k) and all kinds of defined contribution plans spans a wide variety of areas including but not limited to: • Strategic Plan Designs Expertise • Plan Analysis and Recommendations • Plan Compliance and Fiduciary Governance • Driving Plan Changes to fruition • Presentations before Plan Committees • Participant Group and 1-on-1 Meetings Transamerica -
Cpc Nate Sherman currently works in the
Transamerica -
Cpc Nate Sherman specializes in
Relationship Management is all about helping our clients unlock greater potential from their defined contribution retirement plans so that our client’s employees realize a better life in retirement. I work with defined contribution plan clients to provide strategic consulting, plan design expertise, diagnostic plan analysis, compliance oversight, fiduciary oversight, and thought leadership. I work to achieve superior retirement outcomes for our client’s participants by helping them to realize opportunities for plan improvements that they may not have realized existed. I also lead our clients through plan design and fund changes, making sure everything is executed in synchronicity. I conduct plan group meetings and 1-on-1 meetings with participants so that they know not just what to do but why. With over 15 years of experience as a Relationship Manager, I have the knowledge to help clients wade through complex issues and make recordkeeping administration easier and more efficient for everyone. I am a Certified Pension Consultant as designated by the American Society of Pension Professionals and Actuaries. My expertise in 401(k) and all kinds of defined contribution plans spans a wide variety of areas including but not limited to: • Strategic Plan Designs Expertise • Plan Analysis and Recommendations • Plan Compliance and Fiduciary Governance • Driving Plan Changes to fruition • Presentations before Plan Committees • Participant Group and 1-on-1 Meetings -
Cpc Nate Sherman speaks the following languages:
No languages available. -
Cpc Nate Sherman has prior experience in the following industries:
Milliman , Milliman , Milliman -
Cpc Nate Sherman has the following professional experience:
Transamerica , Milliman , Milliman , Milliman . -
You can view Cpc Nate Sherman’s
LinkedIn profile at LinkedIn URL. -
Cpc Nate Sherman’s work email addresses are
[email protected] . -
Cpc Nate Sherman works at
Transamerica
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