Carroll Consultants, Ltd. is proud to announce and welcome the newest member to our team Stephanie D. Leaver.
Prior to joining CCL, Stephanie worked at BeneTrends, Inc. where she consulted in the setup of new businesses and 401(k) plans, specializing in ROBs (Rollovers as Business Startups). She managed over 250 plans from start-up through the on-going annual administration process including non-discrimination testing and 5500 forms. She then moved to First Savings Retirement Services where she expanded her knowledge to the daily recordkeeping side of retirement plans. She managed the trading and participant inquiries for all of the firm’s daily valued plans. Stephanie has a strong work ethic and will go above and beyond what is asked of her to provide the best service and education to the firm’s clients and participants. She will be the main point of contact for some of our plans and will be reaching out to clients in the next couple of weeks. She has over 7 years of experience within the retirement industry and aspires to obtain her ASPPA credentials.
We are excited to have Stephanie join the CCL team! Feel free to reach out to Stephanie at (610) 225-1226 or email her at firstname.lastname@example.org.