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Marci Binion, APA, AIF, CPFA

Marci binion, apa, aif, cpfa

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location of Marci Binion, APA, AIF, CPFAFolsom, California, United States
Phone number of Marci Binion, APA, AIF, CPFA+91 xxxx xxxxx
Followers of Marci Binion, APA, AIF, CPFA908 followers

  • Timeline

    Jan 1995 - Jan 1997

    Plan Administrator

    Retirement Plan Consultants
    Jan 1998 - Jan 2008

    ERISA Compliance Consultant

    Franklin Templeton Investments
    Current Company
    Nov 2012 - now

    Manager of Retirement Plan Operations

    Allworth Financial

  • 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