Wendy is a Pension Consultant and Retirement Plan Specialist. Her specialties include 401(k) and qualified retirement plan design and implementation. She also has experience in wholesale distribution, territory management, client relations and retention, retirement planning, and institutional trust and custody services.
Wendy holds her Chartered Retirement Plans Specialist professional designation through College of Financial Planning and is a Certified Retirement Services Professional through the American Bankers Association. She offers pension administration services in the greater Portland, Oregon and Vancouver, Washington areas. Supported by Farmer & Betts, together they offer the highest level of plan administration and resources, such as an ERISA attorney on staff and an experienced compliance department.
Retirement Planning Expertise
After beginning her work in the retirement plan industry as a Retirement Specialist with US Bancorp, Wendy also served as Regional Sales Director with ING. Within those roles, Wendy realized her aptitude for retirement planning. She began to focus on 401(k) plans exclusively as the 401(k) Regional Sales Director with CitiStreet, then moved on to work with US Bank. Finally, Wendy joined Farmer & Betts Pension Consultants to work closely with complex retirement plans and solve business challenges with plan design.
Why Clients Work with Wendy
Advisors and business owners choose to work with Wendy because of her extensive expertise in retirement plans. They continue to work with her because of her optimism, energy, and ability to help plan sponsors and advisors see new solutions and opportunities. She enjoys working closely with financial advisors, CPAs and business owners to help them see challenges in a new light.
Wendy resides in Portland, Oregon, where she earned her Bachelor of Arts degree from Warner Pacific College. She is active in the community as a volunteer for Financial Beginnings, Life By Design, and Tualatin Hills Park & Recreation.
Supported by Farmer & Betts
Wendy and her team provide best in industry design and local administration of retirement plans at competitive rates. The firm has worked with thousands of retirement plans, ranging from start- up plans to multi-million dollar corporate plans. Many national investment companies and broker-dealers have screened and accepted F&B Pension Consultants onto their preferred list of third party administrators, including LPL Financial. If you have a retirement plan opportunity or are financial professional who would like to partner to grow your retirement plan business, contact Wendy Fuller today at firstname.lastname@example.org.
Third Party Administrator Specialties include Retirement Plan Design, Retirement Plan Administration, 401(k) Plans, 403(b) Plans, Prevailing Wage Plans, Cash Balance Plans, Defined Benefit Plans, Defined Contribution Plans, Defined Benefit and Cash Balance Defined Contribution Combo Plans, Pension Plans, Profit Sharing Plans. Farmer & Betts Pension Consultants serve states including Alaska, Washington, Oregon, Colorado, Louisiana, Georgia, Illinois and California.