Heather Johnson

Experience

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  Principal Financial Group

  Jan 1997 - Jan 2006

  Account Executive

  Establish and maintain relationships with 125 Qualified and Non-Qualified pension customers with combined assets of $353.7 Million.Serve as the client's advocate within The Principal and partnering with the client, consultant and internal associates to develop and implement a strategic servicing plan for clients' benefit programs.Prepare and deliver customized total benefit statements and educational campaigns for clients' benefit programs.Assist Qualified, Non-Qualified, and ESOP wholesalers in new sales process and conversions Show less

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  The KNW Group

  Jan 2006 - Jan 2010

  Retirement Client Consultant

  Provide consulting services to 40 corporate employers with combined assets of $210 Million.Measure and manage the cost and effectiveness of the retirement program with various vendors.Advise qualified plan sponsors optimal investment and plan design strategies.Direct plan sponsors on routine and recurring plan administrative activities:1. Compliance testing2. 5500 filing3. Annual notices4. Audit preparationCoordinate employee education campaigns and benefit fairs. Conduct group presentations and individual one on one meetings for participants.Direct fiduciary and plan review meetigs with employers. Show less

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  HAJ Companies, Inc.

  Jan 2011 - Apr 2013

  Owner

  Provide consulting services to independent broker/dealer.

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  Cetera Investment Services

  Aug 2011 - Apr 2013

  Retirement Plans Consultant

  Support financial advisors with Qualified and Non-Qualified retirement plan opportunities by providing product expertise and guidance on product features, appropriate usage, pricing and tools.Analyze and benchmark existing plan design and investment lineup for improvements.Perform RFP searches, assist with formal responses, and analyze cost structure.Develop relationships with external/internal partners that will enhance service and drive growth in sales.Aid in information between operations, sales, product management and other internal partners.Develop and maintain retirement plan industry expertise with regard to regulations and regulatory changes.Maintain knowledge on a variety of retirement plan products and vendors. Show less

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  SageView Advisory Group

  May 2013 - now

  Account Executive