Matthew Moody

Serve as a primary service contact for plan sponsors, participants, and wealth management clients, owning service requests, issue resolution, and follow-through from intake through completion. Prepare and help deliver 150+ annual retirement plan reviews and participant education meetings supporting more than $400 million in client assets. Support the administration of 401(k), 403(b), 457(b), SIMPLE IRA, municipal plan, and wealth management relationships in accordance with plan requirements, firm procedures, and applicable regulations.

Client Service Associate - Weiner Benefits Group - Wilmington, DE

(2023-07)

• Serve as a primary service contact for plan sponsors, participants, and wealth management clients, owning service requests, issue resolution, and follow-through from intake through completion.
• Prepare and help deliver 150+ annual retirement plan reviews and participant education meetings supporting more than $400 million in client assets.
• Support the administration of 401(k), 403(b), 457(b), SIMPLE IRA, municipal plan, and wealth management relationships in accordance with plan requirements, firm procedures, and applicable regulations.
• Explain retirement plan, investment, distribution, and risk-management concepts in clear language to support informed client decisions with advisor guidance.
• Conduct investment, fee, and plan benchmarking analyses to identify potential cost savings, service enhancements, and retention opportunities for advisor review.
• Coordinate retirement plan proposals, investment changes, provider conversions, and implementation projects among advisors, plan sponsors, recordkeepers, TPAs, custodians, payroll providers, and internal partners.
• Process and monitor withdrawals, loans, hardships, rollovers, enrollments, account transfers, and other life-event requests for a population of more than 2,000 employees.
• Prepare investment presentations, financial reports, fund comparisons, client communications, and educational materials that support advisor recommendations and client engagement.
• Investigate transaction delays and service issues, maintain proactive stakeholder communication, and escalate outstanding items until resolved.
• Manage and optimize the firm's CRM, document storage, and workflow systems, improving data organization, task visibility, process consistency, and team adoption.
• Train and mentor account managers and client service associates on retirement plan operations, internal systems, organization, and service standards.
• Develop client-facing video libraries, financial education resources, and digital content to expand participant access, understanding, and engagement.
• Coordinate retirement-team compliance tracking, audit preparation, and documentation reviews to support adherence to firm and regulatory requirements.
• Support prospecting, relationship development, and onboarding efforts that contributed to more than $500,000 in new assets under management.

Bachelor of Science - Finance - University of Delaware (2023-05)