Teams at Transition Finance Strategies LLC

Develop and deliver ESOP-focused communications and training materials (presentations, handouts, webinars, workshops), present to employee groups on-site and virtually, collaborate with internal teams and marketing, support client engagement activities and events, and contribute to process and content improvements.

Lead development and delivery of ESOP communication strategies and materials. Present workshops and webinars, consult with clients on messaging and culture, mentor junior consultants, collaborate cross-functionally, and support client engagement strategy and industry representation. Manage multiple engagements and create high-quality digital and print learning assets.

Manage all aspects of retirement plan administration for assigned KSOP/401(k) plans, consult with sponsors/advisors, read plan documents, calculate contributions and refunds, perform compliance testing, complete Form 5500/5500-SF/5330, and assist clients with operational corrections.