Verified recordFinancial Services

Camryn Holt

Director of Client Services at Retirement Plan Analytics

Based in Phoenix, United States

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Seniority

Director

Department

Customer/Client Service

Location

Phoenix

Industry

Financial Services

Company size

13

Contact information

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Email

1 credit

c•••••••@plan-analytics.com

Phone

5 credits

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Background

About Camryn Holt

Camryn Holt has explicitly worked with retirement plans since 2002. Camryn has worked with many private, public, and not-for-profit clients, and on all plan types. Regarding retirement planning, most clients are busy with their real lives. Camryn’s goal is to make their quarterly meetings interesting, engaging, and worth their time. She is best known for listening, understanding, honesty, straight-talk, and problem-solving, no matter how large or small the issue. She likes a challenge, and sometimes the tougher the challenge, the better. Camryn will not give up easily, as she believes there is always a solution to every problem. She loves helping people in unique and engaging ways. She has helped clients with things such as governance training, helping find innovative solutions around education delivery. She has helped solve complex plan design issues with clients in innovative ways.*About RPA:* At Retirement Plan Analytics, we believe that the success of any retirement plan relies on an approach that seeks to produce both meaningful and repeatable results. Retirement Plan Analytics helps retirement plan sponsors identify and implement strategies that seek to optimize plan success and drive desired participant outcomes. Curate, Create, Compete, And Repeat Curate We are dedicated to learning and sharing ideas that seek to improve outcomes for the companies and participants we serve. Create Our cultivation of ideas and best practices leads to the creation of solutions and processes to move people to action and help optimize outcomes. Compete We help our clients compete against the status quo, so that committees and plan participants can be in a great position to make progress toward their goals. Repeat We consistently focus on making things better. Our consulting process is not a "one and done" approach – we encourage clients for continued progress. Specialties: 401k, DB, Non-Qualified Deferred Comp, & ESOP Plans. Bachelors in Business Administration, Minor in Finance. Independent RIA.

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