What’s Happening at MMR

2/16/2017

MMR opens a business development office in North Carolina with industry veteran Bill Cavalier

Bill joined us in Fayetteville, NC as a Retirement Plan Consultant and will be specializing in New Business Development mainly in North Carolina & South Carolina.  Bill began his retirement plan career in 1989 working for a national TPA firm where he held various positions over the years mainly in a sales role. Bill’s focus is to create a dynamic retirement plan experience for plan participants, plan sponsors and retirement plan advisors by providing exceptional service, technical support, and genuine concern for people and their long term goals being met. Bill has completed the Qualified Plan Financial Consultant (QPFC) designation from American Society of Pension Professionals & Actuaries (ASPPA) and also holds a bachelor of science degree in marketing from Central Michigan University.

 


 

2/16/2017

Sarah Duncombe – has recently relocated to our Orlando location in Winter Park, FL. Sarah has spent the last 2 years training on all aspects of retirement plan operation and administration and recently was named as a Retirement Plan Specialist working on the administration of plans in the Florida market. Sarah is a native of Melbourne, FL and currently living in Debary, FL.

 


 

11/3/2014

Beth Davis – Ms Davis comes to MMR with over 20 years in the retirement industry working in various areas of the industry: Actuarial Firms, Third Party Administration, Investment Advisor and most recently she was in a local Bank Trust Division.  She has her bachelors and masters in Mathematics from the University of Mississippi.  She currently is assigned to a number of our clients as the Administrator in charge of completing all reporting and disclosure.

Chelsea Hall – Ms Hall comes to MMR as the new Transition Specialist working in with both Defined Contribution plans (401k, profit sharing …) and Defined Benefit plans.  Her duties will include gathering of files needed to maintain a smooth transition and making sure all required documentation is in good order.  Ms Hall a native of Cleveland, MS received her Bachelor of Science degree from Delta State University in Cleveland, MS.

MMR has already begun the required plan document restatements.  Now is the time to consider any changes you may need to make either in your plan design.  Please contact your administrator and consultant for advice on your plan.