Melissa Varvarezis

Experience

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  Vanguard

  Sept 2000 - Sept 2005

  Portfolio Assistant

  Created appropriate financial reports for clients based on their recommended asset allocations and cash flow inputs. Facilitated exchanges within client’s accounts to achieve and maintain their recommended allocation.

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  MetLife

  Sept 2005 - Mar 2006

  Financial Services Representative

  Prepared and presented informational workshops on retirement and investment planning. Established suitable financial plans for clients, consistent with their personal goals and needs. Suggested appropriate investment vehicles and mutual funds to accomplish these goals.

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  PNC

  Mar 2006 - Oct 2012

  Employee Education Consultant

  Consulted with plan sponsors to customize education programs to meet the specific needs of the plan participants. Created and facilitated informational workshops on 401(k) retirement plans and related retirement planning topics. Designed informative newsletters and mailings about specific changes to the retirement plan or general topics of interest in regards to investing.

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  Professional Planning Associates

  Nov 2012 - Mar 2015

  Retirement Plan Administrator

  Conducts retirement plan reviews; monitoring fund performance and suggesting suitable alternatives when applicable. Develops proposals for new and existing retirement plan accounts by gathering and analyzing data. Ensures that the creation and distribution of fiduciary documents and employee communications are completed in a timely manner. Assists plan sponsors with submitting payroll contributions, determining employer contributions, gathering information for compliance testing. Assists plan participants with account inquiries, account access and general information about their retirement plans. Show less

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  BPAS

  Apr 2015 - now

  • Participant Success Manager

    Feb 2021 - now

  • Education/ Communication Specialist

    Apr 2015 - now