Susan Segall

Experience

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  Securian Financial Group

  Aug 1988 - Mar 2001

  New Business Analyst

  Performed conversions of full-service and investment only retirement plans to Securian products and Omni recordkeeping system. Worked directly with new clients on plan design, consulting and compliance issues, administration, investment fund mapping, and asset reconciliation.• Set up automated process for generating standard documents resulting in time savings and error reduction.• Developed E-Link system enabling salespeople to submit new plans online and eliminating duplicate data entry of client information. Show less

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  RSM McGladrey, Inc.

  Mar 2001 - Nov 2011

  Responsible for compliance functions of broker/dealer and SEC-Registered investment advisor. Performed branch office inspections, advertising review, and internal audits. Additionally, responsible for developing the 401(k) line of business, creating marketing materials, business development campaigns, relationships with outside vendors, and serving as the internal expert on qualified plan matters.• Led committee that developed various marketing materials for cross-selling services across firm.• Created program to analyze publicly available information on 401(k) plans, giving advisors a targeted plan for approaching prospects. Show less Responsible for direct sales and sales support of retirement plan services. Developed relationships with wholesalers and advisors, prepared and presented proposals, developed and participated in lead generation campaigns, analyzed prospect information, prepared illustrations for cross-tested and cash balance plans, recommended plan design or investment changes to prospects, presented educational seminars to groups of advisors and prospective clients to support lead generation and prospecting.• Developed consistent online “Quick Quote” package that provided client-ready pricing to advisors within 24 hours.• Created tool to compare plan expenses across different servicing options, allowing advisors/clients to understand and feel comfortable about selecting their services Show less Served as the main liaison for firm’s investment partners (such as John Hancock, ING, Nationwide, Transamerica) working on TPA contract issues, dissemination of new product information, advisor licensing, coordination of website access, forecasting and monitoring revenue sharing income. Worked with potential new vendors to develop relationships and negotiate contracts. Educated sales force via webcast, formal and informal presentations, and conference calls on products and procedures. Led client service team of three responsible for conversions of new plans for 8 offices nationwide.• Initiated relationships with 9 new major vendors of retirement plans, providing more options and greater sales opportunities.• Developed web-based tracking systems for proposals and conversions, allowing salespeople to track the progress of their prospect’s/client’s materials.• Created and adhered to performance and timeliness standards for conversion team.• Developed forecasting and tracking systems for revenue-sharing payments, assisting in budgeting and attainment of highest level of revenue-sharing. Show less

  • Compliance Manager

    May 2010 - Nov 2011

  • Business Development Manager

    May 2008 - Jun 2010

  • Conversion & National Accounts Manager

    Jul 2002 - May 2008

  • Consulting Supervisor

    Mar 2001 - Jul 2002
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  Independent Consultant

  Jun 2012 - Oct 2012

  Retirement Plan Educational Consultant

  Independent contractor providing enrollment and education meetings through Total Benefit Communications

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  MassMutual

  Oct 2012 - Jan 2021

  Responsible for retention, profitability and overall client satisfaction for 40+ clients. Work with all parties involved in the client’s benefit program, including human resources and leadership at the client’s as well as individual financial advisors, TPA’s and advisor groups. Conduct onsite client meetings reviewing plan design, current regulatory environment, plan investments, and overall plan statistics. Develop action plans to address client concerns, utilizing plan design, onsite education meetings, alternative investment programs, etc. Monitor book of business to ensure pricing is profitable yet competitive in current market environment and take steps to correct when necessary. Introduce new products and services to client to enhance the relationship and drive revenue. Participate in finals presentations and company committees as requested Show less Conducted employee enrollment and education meetings for corporate and non-profit entities. Analyzed needs of plan by reviewing statistics and discussing needs with plan sponsor. Developed comprehensive education programs targeted to specific plan requirements, developed and gave presentations on topics such as investment allocation, pre-retirement concerns, increasing contributions, etc. Conducted one-on-one and group education meetings for plans ranging from $1million to $1.5 billion.• Participated in finals presentations • Conducted webcasts and electronic device enrollment meetings• Retirement Education Specialist of the Year and team MVP awards for 2017• Elected by team to internal Retirement Action Committee in 2018 Show less

  • Client Engagement Manager

    Aug 2018 - Jan 2021

  • Retirement Education Specialist

    Oct 2012 - Aug 2018
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  Empower

  Jan 2021 - Dec 2021

  Relationship Manager

  Responsible for retention, profitability and overall client satisfaction for 85+clients. Worked with all parties involved in the clients benefit program, including human resources, senior leadership, third party administrators and investment advisors. Conducted onsite client meetings reviewing plan design, current regulatory environment, plan investments, and overall plan statistics. Developed action plans to discuss client concerns, utilizing plan design, onsite education meetings, alternative investment programs, etc. Monitor book of business to ensure pricing is profitable yet competitive in current market environment and take steps to correct when necessary. Introduce new products and services to clients to enhance the relationship and drive revenue. Participate in finals presentations and company committee meetings as requested. Show less

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  Pentegra Retirement Services

  Jan 2022 - Aug 2023

  Senior Consultant
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  Empower

  Aug 2023 - now

  Relationship Manager

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