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Marci Binion, APA, AIF, CPFA

Marci Binion, APA, AIF, CPFA

Plan Administrator

Followers of Marci Binion, APA, AIF, CPFA972 followers
location of Marci Binion, APA, AIF, CPFAFolsom, California, Estados Unidos

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  • Timeline

  • About me

    Manager of Retirement Plan Operations

  • Education

    • Clovis West High School

      -

    • National Institute of Pension Administrators

      1990 - 2014
      Accredited Pension Administrator ERISA compliance and administration Pass

    • Fresno City College

      -

  • Experience

    • Retirement Plan Consultants

      Jan 1995 - Jan 1997
      Plan Administrator

    • Franklin Templeton Investments

      Jan 1998 - Jan 2008
      ERISA Compliance Consultant

      Provided regulatory ERISA compliance direction to an internal staff of relationship managers, marketing associates, and senior management. Developed and implemented internal Quality Control Standards.Managed department transition to outside service provider.Performed documentation/Trustee review of new business Served as leading resource for non-discrimination & EPCRS filings.

    • Allworth Financial

      Nov 2012 - now
      Manager of Retirement Plan Operations

  • Licenses & Certifications

    • Accredited Pension Administrator

    • Preventing Workplace Harassment

      Emtrain
      View certificate certificate