RPAG Appoints New SVP of Client Service
ALISO VIEJO, CA, January 24, 2011 -- Retirement Plan Advisory Group (RPAG), the largest independent retirement plan practice management firm nationally, today announced the appointment of Veronica Lee as the new Senior Vice President of Client Service.
A seasoned industry veteran and longtime member of sister-company 401k Advisors' executive management team, Lee led the service department since the firm's inception (over ten years ago). In her new capacity, Lee will lead RPAG's ever-expanding team of service professionals, and continue to enhance RPAG's objective of delivering world-class service to members. Joel Shapiro, Vice President of ERISA Compliance, will assume Lee's prior duties for 401k Advisors.
"Whether serving plan sponsors, or now, advisors, I care deeply about the quality of client relationships-my motto is to always exceed expectations," says Lee.
Known for her effective and gracious management style, Lee joined 401k Advisors at its inception in 2000 as one of three original employees (all of whom are still with the firm). She went on to simultaneously lead multiple departments from client service and plan consulting to conversion and participant education.
"RPAG is first and foremost a service organization, and today our member support is stronger than ever," comments Nick Della Vedova, president of RPAG. "As the sophistication of RPAG members continues to grow, we are delighted to see Veronica apply her considerable leadership skills and intellectual capital to continue to enhance the successful outcomes of our RPAG advisor-members."
RPAG customer service is centralized at the firm's Orange County headquarters. Members can call 877.360.2480 or email firstname.lastname@example.org for direct assistance. On-site resources include CFAs and investment analysts, former practicing ERISA attorneys and compliance specialists, RFP and vendor research analysts, operations specialists, and sales and marketing experts.
About Retirement Plan Advisory Group
Retirement Plan Advisory Group (RPAG), a wholly-owned subsidiary of National Financial Partners (NYSE:NFP), is currently represented by 300 member firms in 45 states, serving 18,000 sponsors with $60 billion in assets under advisement. Core practice areas include investment due diligence, RFPs & fee benchmarkings, fiduciary compliance, employee education, intensive training, sales and marketing resources and business consulting. To learn more, visit www.rpag.com.
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