Alec Brockell

Background

About Alec Brockell

As a Relationship Manager, I provide exceptional client service and support to retirement plan sponsors and participants. I leverage my analytical skills and Excel expertise to create and deliver customized reports, solutions, and recommendations that meet the clients' needs and goals. I also collaborate with internal and external partners to ensure compliance, accuracy, and timeliness of plan administration and transactions. I earned the Qualified 401(k) Administrator (QKA) credential in June 2021, demonstrating my knowledge and proficiency in the retirement plan industry. I have a BA in Philosophy with a focus in Ethics from the University of Colorado Colorado Springs, which helps me to approach complex and ethical issues with critical thinking and logic. I am passionate about client relationship management and retirement planning, and I aim to enhance the client experience and retention through creative solutions and collaboration.