William Thames

Background

About William Thames

Sales & Sales Management Experience, prior roles: • 401(k) sales directly to plan sponsors and through advisors. • hiring & management, sales team in PA, DE, MD, DC, VA, OH & MI. • brokerage wholesaling in Bank, Wire House and Independent channels. • trained annuity and mutual fund wholesalers to foster referral networks and locate new 401(k) producers. • developed and maintained TPA relationships across Mid Atlantic to drive 401(k) sales. • led retirement plan activities for “Cross Sell” initiative between Retirement Plans Group and Property Casualty agents. • experience with “For Profit” and “Not-for-Profit” markets. • consistently achieved or exceeded sales goals. Relationship Management/Client Engagement, current role: • manage & improve relationships with qualified plan sponsors and advisors. • single point of contact between account management, plan sponsors and advisors. • familiarity w/ ERISA, DOL, IRS requirements, plan design, plan documents, compliance testing, 3(21) and 3(38) fiduciary support and investment services. • consult on plan design, coordinate plan amendments. • deliver & present plan reviews. • Build and present employee education meetings • add additional product and service lines. • enhance revenue, revise pricing. • restructure investment lineups. • support sales finals presentations. • maintain in-force business. Additional: account reviews with senior plan sponsor management. advisor support, services and product enhancements, pricing reviews, investment changes, amendment facilitation, plan design consulting, analysis and recommendations, project management, employee education. 401k, 403b, 457b and Defined Benefit plans. Designations: CRPS (Chartered Retirement Plan Specialist), CEBS (Certified Employee Benefits Specialist), Series 7, 6, 63, life, health and variable annuity licensed). Focused on and committed to client satisfaction. Registered Representative of Voya Financial Partners, LLC (member SIPC)