Meet the Retirement Plan Services Team
Jenny joined Bankers Trust in 2010 with over 20 years of experience in the retirement plan services industry with two national retirement plan service providers in headquartered in the Midwest. Jenny manages the relationship management, daily administration and recordkeeping of qualified plans. She is also a lead Relationship Manager for several clients. Her background includes: implementation, education, administration, and technical compliance of defined contribution plans and has experience working with 401(k), 403(b), Governmental 457(b), and Nonqualified plans. Jenny graduated from William Penn University with a Bachelor’s Degree in Business. She has obtained her Retirement Plans Associate (RPA) designation from International Foundation and the Wharton School of the University of Pennsylvania. She is also pursuing her Certified Employee Benefit Specialist (CEBS) designation through Wharton School.
Gary joined Bankers Trust in September 2008 as Vice President of Business Development. He has over 30 years of experience in the retirement plan industry with two national retirement plan providers headquartered in the Midwest. Gary earned a Bachelor of Arts degree from Calvin College in Grand Rapids, Michigan. In 1997, Gary received the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators. Gary is a member of The ESOP Association, and the Iowa/Nebraska Chapter of The ESOP Association. Gary is a member of the Board of Hospice of Central Iowa and has been involved with his church’s Board since 1982.
Connie joined Bankers Trust in 2015 as a Relationship Manager with Retirement Plan Services. She has over 15 years of experience in the retirement plan services industry, working with 401(k), defined benefit and cash balance plans. Her background includes administration and technical compliance on both the consultant side and the employer side. Connie holds a B.A. from the University of Iowa along with a J.D. from the University of Iowa College of Law. She obtained her Qualified 401(k) Administrator (QKA) and her Qualified Plan Administrator (QPA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).
Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.