For your protection, we remember the computers you normally use to access your account. Fi was purchased by Broadridge Financial Solutions, Inc.

Voluntary IRA. She developed and executed national sales plans, managed strategic relationships and consulted on retirement plan design, all of which contributed to CitiStreet becoming a nationally recognized leader in the retirement plan industry. Board of Directors. When not at work, she can be found at dog parks, bookstores, traveling the world and ComicCon. Amy has streamlined existing procedures and created new processes to accommodate business growth. As Supervisor of Operations and Compliance, Hyuk is responsible for developing efficiencies in processing, managing client relations, and ensuring regulatory requirement compliance for FPS. Kevin Loffredi Chief Product Officer. Login Log in Form User name Password forgot my password. He assist with RFPs, training, performing demos and sales calls. Rick works directly with advisors, third party administrators, plan sponsors, distributors and investment firms.

As Vice President of Strategic Relations, Rick is responsible for obtaining and maintaining key advisor and plan relationships. Building secure, high-performing and scalable systems is one of his passions. Our Team. Jarrod Gelroth Operations Manager. Michael is married and lives in Pasadena, California. He has built systems for a diverse range of delivery platforms including Windows, Web and mobile. Darlene is married and has one daughter. He has developed a comprehensive package of services to assist consultants, advisors, and plan sponsors successfully eliminate the risk associated with having missing participants in the plan.

Problem solvers. Kevin Loffredi Chief Product Officer. He has extensive knowledge in all types of retirement plans, including k , b , and non-qualified plans. Brandy joined FPS Trust in May , as the second employee, specializing in the fields of automation and technology. Tim joined FPS Group in Milligan gold mine. Accessibility Help. Then Mark moved to MetLife and spent another seven years managing retirement plans, consulting on plan design, funds management and simplifying administrative compliance.

When Kevin is not building out product roadmaps and working with epics in Jira, he can be found rebuilding cars and engines as well as racing them on the track with his son and brother and daughter — when she turns Eric Lutz Director of Sales. Michael has been recognized as a leader in the industry. Sections of this page. Log In. As the lead executive in charge, James is responsible for the overall strategic direction to achieve business goals. Shauna Lynn Controller. Prior to joining FPS, Troy held various leadership and sales roles. Login Log in Form User name Password forgot my password.

James Olson Managing Director. Joining Aspire Financial Services in as VP National Sales, Rick worked directly with hundreds of advisors and plan sponsors and headed national sales and working directly with independent advisors. In these roles she excelled at collaborating with the business needs and IT development needs. All rights reserved. Alex Lee Senior Business Analyst. Problem solvers. The nine years prior to FPS, Shauna worked as a public accountant preparing personal and business tax returns and compiling and reviewing financial statements. Get Directions. He and his wife, Kristine, have raised four children. Cary Sun Vice President of Technology.

Bill Mueller CEO. He excels in long-term planning, creating business efficiencies and managing strategic initiatives. Mark has over 25 years of experience with retirement plan management, consulting and compliance. Being a Colorado native, he enjoys taking his family to the mountains to enjoy golf, fishing, hiking, and historic small towns. Sections of this page. Our rollover servicing platform automates the exchange of participant data. Mike enjoys skiing with the family and watching Colorado Avalanche hockey. Kevin is married to a lovely and patient lady.

Login Log in Form User name Password forgot my password. The nine years prior to FPS, Shauna worked as a public accountant preparing personal and business tax returns and compiling and reviewing financial statements. Mark Koeppen Senior Vice President of Strategic Rollovers Mark has over 25 years of experience with retirement plan management, consulting and compliance. Brandy joined FPS Trust in May , as the second employee, specializing in the fields of automation and technology. As VP of Business Development at FPS Group, Darlene is responsible for working with plan sponsors, broker dealers, RIAs, product providers, consultants and third party administrators to bring the best retirement plan solutions with leading edge technology to retirement plan sponsors and participants via the IPX recordkeeping platform. Your submission has been received! She holds a degree in Finance from the University of Colorado at Boulder. There he helped increase revenue by focusing on infrastructure and product development. He works with various departments at FPS to improve operational, product and customer experiences. Tim later worked as a consultant for some of the largest Broker Dealers in the industry with a focus on process improvement and system development.

In , Paul co-founded Nexus Financial Services. He is dedicated to working with his team to provide an optimal experience for clients. Voluntary IRA. In addition, Jen authors business requirements for our software development team and performs software testing. In addition, she also enjoys snowboarding, golfing, hiking, and relaxing with friends. Amy joined FPS in , she is involved in many different areas within trust operations. Analyze Trust. Jennifer is supervisor of the FPS operations team, which performs trading, reconciliation, distributions and contribution processing.

Our rollover servicing platform automates the exchange of participant data. In his spare time, you will find Alan in his wood shop, or on a river in Colorado trying to coax a trout to bite. About Us Trust. Amy joined FPS in , she is involved in many different areas within trust operations. James got his star in the retirement industry in as a Client Services Manage at Bank of America Retirement Services and obtained his Series 7 and 65 licenses. Tim is a passionate skier and he loves any excuse to get outside, from hiking to fly fishing, however his main passion is anything that involves his puppy. IRA force-out from employer plan. Jennifer joined Nexus in August of as Director of Technology. Your submission has been received!

FPS Trust Company is a non-depository Colorado state chartered trust company that is dedicated to keeping customers ahead of the market trends. Rick works directly with advisors, third party administrators, plan sponsors, distributors and investment firms. He worked for 15 years with Great-West Life; five of which were in recordkeeping operations, the last ten were in institutional management, product design and developing system enhancements. Jarrod enjoys traveling, reading, and spending time with his family. In his spare time, you will find Alan in his wood shop, or on a river in Colorado trying to coax a trout to bite. Mike enjoys skiing with the family and watching Colorado Avalanche hockey. The people who make up the FPS team are experts in their fields. Susan Baber Director of Marketing. He also enjoys playing golf, boating, and traveling to new places throughout the country.

Mark serves as the Chairman of the Finance Committee and is on the Board of Directors for Sandstone Creek Club to ensure the club is successful and allows the owners to continue to experience the beauty of its surroundings in Vail Colorado. Hyuk has a strong background in retirement training, compliance, and regulatory oversight. Board of Directors Trust. Mandatory IRA. Darlene is married and has one daughter. Login Log in Form User name Password forgot my password. Jarrod enjoys traveling, reading, and spending time with his family. Jennifer Crawley Director of Technology.

Thank you! Our team brings these qualities and skills to every client interaction, every day. The work involved to keep track of terminated records is the same for your TPA or Record-keeper. Jarrod Gelroth Operations Manager. Corporate actions and capital changes such as stock splits, spin-offs, and exchanges may also affect market values and may not be reflected at the time you are viewing portfolio information. Scott is an avid golfer and he loves to watch his two sons play collegiate golf for Colorado Mesa University and Pacific Lutheran University. He works with various departments at FPS to improve operational, product and customer experiences. As a subject matter expert on the topic of variable annuities, Kevin has trained FINRA examiners as well as spoken at national conferences and created continuing education content. Cary Sun co-founded Nexus Financial Services in

Shauna started with FPS in as a part-time contractor. Jump to. Scott is an avid golfer and he loves to watch his two sons play collegiate golf for Colorado Mesa University and Pacific Lutheran University. Login Log in Form User name Password forgot my password. Brandy is originally from Colorado but recently moved to Phoenix. To build the best technology tools, we employ the best tech pros. He is an avid Star Wars fan. Mike has over 20 years in the retirement plan industry. Jennifer joined FPS Trust in

Mandatory IRA. Login Log in Form User name Password forgot my password. FPS Trust Company provides innovative, cost-efficient products and services to financial intermediaries. Darlene is married and has one daughter. Move Trust. In his free time, Rick enjoys skiing, camping and hiking. As a thought leader on emerging industry trends, Troy has created education material, presentations and white papers on plan design and different participant applications. Get Directions.

In the process of building solutions, he believes that the product organization needs to work closely with clients, operations, sales, and technology to ensure great outcomes. He believes that putting the right technology-based platforms in the hands of financial advisors, broker-dealers, TPAs, and investment providers improves investment outcomes for all retirement savers. Where would you like to go? Board of Directors Trust. He began his career in West Texas specializing in the design and offering of retirement plans to the Education and Healthcare markets. Accessibility Help. As Supervisor of Operations and Compliance, Hyuk is responsible for developing efficiencies in processing, managing client relations, and ensuring regulatory requirement compliance for FPS. She works closely with the development team and business analysts to make sure new development meets the business needs. Shauna came on board in

Michael has been recognized as a leader in the industry. Log In. Shauna started with FPS in as a part-time contractor. Think about your k plan and the costs to administer your plan, fees are usually associated with the number of participants active or inactive with an account balance. Alan Hathorne Senior Director, Information Technology Alan manages security and infrastructure for FPS ensuring compliance, reliability, and uptime for critical systems. Brandy joined FPS Trust in May , as the second employee, specializing in the fields of automation and technology. Suggest Edits. As Controller of FPS Group, Shauna is responsible for the financial statements, reporting metrics and analytics, budgeting and forecasting, and overseeing the accounting department.

Being a Florida native, Eric has played tennis throughout his whole life and played collegiately at Furman University. In addition to helping the retirement plan industry efficiently and effectively serve American savers, James loves to make music. Workplace Account. Back before print media died, Paul authored many articles and columns on a variety of topics, and co-authored a book or two for various trade publications, including Microsoft Press. As VP of Business Development at FPS Group, Darlene is responsible for working with plan sponsors, broker dealers, RIAs, product providers, consultants and third party administrators to bring the best retirement plan solutions with leading edge technology to retirement plan sponsors and participants via the IPX recordkeeping platform. Jamie DeRubertis Managing Director. In his off days, you can find Hyuk hiking or fishing. As VP of Relationship Management at FPS Services, Brandy is responsible for building and maintaining strategic relationships with retirement plan providers, plan sponsors, retirement advisors and Third Party Administrators. Accessibility Help. Board of Directors.

She holds a degree in Finance from the University of Colorado at Boulder. He believes that putting the right technology-based platforms in the hands of financial advisors, broker-dealers, TPAs, and investment providers improves investment outcomes for all retirement savers. Mike has over 20 years in the retirement plan industry. Unauthorized access is prohibited. Brandy is originally from Colorado but recently moved to Phoenix. He excels in bringing teams together to achieve a common goal while leveraging his expertise in the nuance of operational efficiency and control. Jump to. In these roles she excelled at collaborating with the business needs and IT development needs.

He excels in bringing teams together to achieve a common goal while leveraging his expertise in the nuance of operational efficiency and control. Milligan gold mine. Troy specializes in retirement plans for plan sponsors in healthcare, higher education, church and government. Board of Directors. Back before print media died, Paul authored many articles and columns on a variety of topics, and co-authored a book or two for various trade publications, including Microsoft Press. Your employer plan. Amy has streamlined existing procedures and created new processes to accommodate business growth. Our turnkey approach to paying agent services supports paperless real time automation to enhance your employees experience and give you one distribution platform to streamline your business. He is an avid Star Wars fan. She has successfully created and implemented a variety of creative campaigns using both digital and traditional media.

He has developed a comprehensive package of services to assist consultants, advisors, and plan sponsors successfully eliminate the risk associated with having missing participants in the plan. Joining Aspire Financial Services in as VP National Sales, Rick worked directly with hundreds of advisors and plan sponsors and headed national sales and working directly with independent advisors. He is an avid Star Wars fan. Problem solvers. Since Mark has been focused on addressing retirement plan leakage and plan sponsor best practices for managing missing participants with frequent contributions to industry articles and conference speaking engagements. And our team evolves our solutions to meet the ever changing needs of our clients. Our dedicated team maintains relationships and retains current information for these payments with the IRS. As VP of Business Development at FPS Group, Michael is responsible for working with plan sponsors, broker dealers, distribution partners, product providers, third party administrators, consultants and RIAs to provide the best retirement solutions using leading edge technology. James Olson Managing Director. Think about your k plan and the costs to administer your plan, fees are usually associated with the number of participants active or inactive with an account balance.

He built an industry-leading research tool, Annuity Intelligence, which was sold to Morningstar in As VP of Business Development at FPS Group, Darlene is responsible for working with plan sponsors, broker dealers, RIAs, product providers, consultants and third party administrators to bring the best retirement plan solutions with leading edge technology to retirement plan sponsors and participants via the IPX recordkeeping platform. Board of Directors. With FPS, Amy oversees daily operations, reconciliation, tax reporting and filing along with business analysis and new client implementation. Troy attended the University of Utah where he received his Bachelor of Science in finance. Think about your k plan and the costs to administer your plan, fees are usually associated with the number of participants active or inactive with an account balance. Sections of this page. She has successfully created and implemented a variety of creative campaigns using both digital and traditional media. Where would you like to go?

She has been instrumental in building a strong team that continues to provide high quality and customer service through significant growth. As a subject matter expert on the topic of variable annuities, Kevin has trained FINRA examiners as well as spoken at national conferences and created continuing education content. Her strengths and expertise consist of financial statement and reporting, budgeting and forecasts, and business tax and compliance. Jarrod enjoys traveling, reading, and spending time with his family. As VP of Business Development at FPS Group, Michael is responsible for working with plan sponsors, broker dealers, distribution partners, product providers, third party administrators, consultants and RIAs to provide the best retirement solutions using leading edge technology. Previously, Mike spent two years with InvestLink Technologies, where he served in a variety of roles including software training, conversions and quality assurance. Darlene is married and has one daughter. Your self-directed IRA. Shauna and her team work closely with other FPS departments for effective collaboration and communication across the company. He has developed a comprehensive package of services to assist consultants, advisors, and plan sponsors successfully eliminate the risk associated with having missing participants in the plan.

Troy specializes in retirement plans for plan sponsors in healthcare, higher education, church and government. Your employer plan. Shauna started with FPS in as a part-time contractor. New York. There he helped increase revenue by focusing on infrastructure and product development. Log In. Eric Lutz Director of Sales Eric comes to us with a wealth of knowledge in the financial services industry. In these roles she excelled at collaborating with the business needs and IT development needs. Please use responsibly. In his off days, you can find Hyuk hiking or fishing.

Alan has over 25 years of technology experience in several different fields, including financial services, GIS, education, and mining. Committed to providing and promoting solutions to financial advisors and institutions that best fit their needs, she became a Marketing Director in the wealth management and advisor education markets. Where would you like to go? Outside of the office, Alex is an avid distance runner, and has competed in numerous marathons and half-marathons across the United States. Mark Koeppen Senior Vice President of Strategic Rollovers Mark has over 25 years of experience with retirement plan management, consulting and compliance. Forgot account? And our team evolves our solutions to meet the ever changing needs of our clients. As Controller of FPS Group, Shauna is responsible for the financial statements, reporting metrics and analytics, budgeting and forecasting, and overseeing the accounting department.

The nine years prior to FPS, Shauna worked as a public accountant preparing personal and business tax returns and compiling and reviewing financial statements. In , Paul co-founded Nexus Financial Services. All rights reserved. Sections of this page. Hyuk Jo Supervisor of Operations and Compliance. Understanding the user and putting them first are requirements of successful solutions. Get Directions. Jarrod enjoys traveling, reading, and spending time with his family. Shauna started with FPS in as a part-time contractor. Back before print media died, Paul authored many articles and columns on a variety of topics, and co-authored a book or two for various trade publications, including Microsoft Press.

Building secure, high-performing and scalable systems is one of his passions. As VP of Business Development at FPS Group, Darlene is responsible for working with plan sponsors, broker dealers, RIAs, product providers, consultants and third party administrators to bring the best retirement plan solutions with leading edge technology to retirement plan sponsors and participants via the IPX recordkeeping platform. He began his career in West Texas specializing in the design and offering of retirement plans to the Education and Healthcare markets. Amy Frisina Trust Operations Manager. In these roles she excelled at collaborating with the business needs and IT development needs. Market prices and values for securities are obtained from sources believed to be reliable but are not guaranteed. Specifically, he works with plan sponsors, consultants, and advisors to help eliminate the risk for missing participants in their plans as well as offering different solutions for uncashed checks that might be associated with their plan. Alan holds a B. Cary Sun co-founded Nexus Financial Services in She is also the relationship manager for outside institutional vendors and customers, sales support, compliance including audits , and strategic planning.

And our team evolves our solutions to meet the ever changing needs of our clients. At FPS, Tim is responsible for production support, development requirements gathering and user acceptance testing and oversight. Her experience and leadership have led to great success with high performing teams and processing accuracy. Analyze Trust. S in Education from the University of New Mexico. Learn Thank you! Bill Mueller CEO. Alan has over 25 years of technology experience in several different fields, including financial services, GIS, education, and mining.

When Kevin is not building out product roadmaps and working with epics in Jira, he can be found rebuilding cars and engines as well as racing them on the track with his son and brother and daughter — when she turns Darlene began her career at CitiStreet in the b and b retirement plan markets. While four of his five children are grown and away at school, he and his wife of 29 years still enjoy the antics of their year old. Tim joined FPS Group in She has dedicated 30 years of her career to the financial services industry. Get Directions. Find Username. Jennifer is supervisor of the FPS operations team, which performs trading, reconciliation, distributions and contribution processing.

Our team brings these qualities and skills to every client interaction, every day. Amy joined FPS in , she is involved in many different areas within trust operations. In his off days, you can find Hyuk hiking or fishing. As VP of Relationship Management at FPS Services, Brandy is responsible for building and maintaining strategic relationships with retirement plan providers, plan sponsors, retirement advisors and Third Party Administrators. New York. Cary Sun co-founded Nexus Financial Services in Amy Frisina Trust Operations Manager. As a long-standing member of Nexus, Alex is well-versed in financial processing and recordkeeping rules and workflows from a software development perspective, and has leveraged this for FPS and associated partners to address and implement new business workflows and onboard new clients under the FPS umbrella. She holds a degree in Finance from the University of Colorado at Boulder.

He worked for 15 years with Great-West Life; five of which were in recordkeeping operations, the last ten were in institutional management, product design and developing system enhancements. As Vice President of Strategic Relations, Rick is responsible for obtaining and maintaining key advisor and plan relationships. He has extensive knowledge in all types of retirement plans, including k , b , and non-qualified plans. Scott is an avid golfer and he loves to watch his two sons play collegiate golf for Colorado Mesa University and Pacific Lutheran University. He has built systems for a diverse range of delivery platforms including Windows, Web and mobile. In addition, she also enjoys snowboarding, golfing, hiking, and relaxing with friends. Alan manages security and infrastructure for FPS ensuring compliance, reliability, and uptime for critical systems. Alan Hathorne Senior Director, Information Technology Alan manages security and infrastructure for FPS ensuring compliance, reliability, and uptime for critical systems. Get Directions.

The work involved to keep track of terminated records is the same for your TPA or Record-keeper. Voluntary IRA. He has extensive knowledge in all types of retirement plans, including k , b , and non-qualified plans. Log On Client Account Information is protected. Scott is an avid golfer and he loves to watch his two sons play collegiate golf for Colorado Mesa University and Pacific Lutheran University. As the lead executive in charge, James is responsible for the overall strategic direction to achieve business goals. In his spare time, you will find Alan in his wood shop, or on a river in Colorado trying to coax a trout to bite. His leadership, in-depth understanding of the retirement markets and his reputation as a valued resource in the industry, make him a great addition to the FPS Group.

Think about your k plan and the costs to administer your plan, fees are usually associated with the number of participants active or inactive with an account balance. As a long-standing member of Nexus, Alex is well-versed in financial processing and recordkeeping rules and workflows from a software development perspective, and has leveraged this for FPS and associated partners to address and implement new business workflows and onboard new clients under the FPS umbrella. As the lead executive in charge, James is responsible for the overall strategic direction to achieve business goals. We provide a positive environment for impeccable standards, professional ethics and integrity with our clients and our employees. In his off days, you can find Hyuk hiking or fishing. Being a Florida native, Eric has played tennis throughout his whole life and played collegiately at Furman University. He works with various departments at FPS to improve operational, product and customer experiences. For your protection, we remember the computers you normally use to access your account.

When not at work, she can be found at dog parks, bookstores, traveling the world and ComicCon. You may even spot him at a comic convention dressed as his favorite characters from the movies. We do not guarantee the accuracy of prices reflected nor do these prices represent levels at which securities can be bought or sold. As VP of Business Development at FPS Group, Darlene is responsible for working with plan sponsors, broker dealers, RIAs, product providers, consultants and third party administrators to bring the best retirement plan solutions with leading edge technology to retirement plan sponsors and participants via the IPX recordkeeping platform. James Olson Managing Director. He has built and managed sales teams, executed on the development and execution of strategic growth plans and continues to achieve success in growing the retirement plan industry. Please use responsibly. Jennifer joined Nexus in August of as Director of Technology. Sections of this page. Corporate actions and capital changes such as stock splits, spin-offs, and exchanges may also affect market values and may not be reflected at the time you are viewing portfolio information.

Our dedicated team maintains relationships and retains current information for these payments with the IRS. Scott is an avid golfer and he loves to watch his two sons play collegiate golf for Colorado Mesa University and Pacific Lutheran University. In addition, she also enjoys snowboarding, golfing, hiking, and relaxing with friends. Susan recently joined FPS Group in with 25 years of experience in financial services. The work involved to keep track of terminated records is the same for your TPA or Record-keeper. We provide a positive environment for impeccable standards, professional ethics and integrity with our clients and our employees. As Controller of FPS Group, Shauna is responsible for the financial statements, reporting metrics and analytics, budgeting and forecasting, and overseeing the accounting department. IRA force-out from employer plan. Alan has over 25 years of technology experience in several different fields, including financial services, GIS, education, and mining.

Paul has taken up running and has participated in several half marathons. Please use responsibly. Rick works directly with advisors, third party administrators, plan sponsors, distributors and investment firms. Eric Lutz Director of Sales Eric comes to us with a wealth of knowledge in the financial services industry. As a subject matter expert on the topic of variable annuities, Kevin has trained FINRA examiners as well as spoken at national conferences and created continuing education content. Our turnkey approach to paying agent services supports paperless real time automation to enhance your employees experience and give you one distribution platform to streamline your business. He also enjoys playing golf, boating, and traveling to new places throughout the country. Then Mark moved to MetLife and spent another seven years managing retirement plans, consulting on plan design, funds management and simplifying administrative compliance.

About Us Trust. IRA force-out from employer plan. Jennifer contributes her time and passion to Volunteers For Outdoor Colorado and enjoys hiking and paddle boarding. Cary is a fan of the culinary arts, is an accomplished world traveler, enjoys recreational cycling, and still has a soft spot in his heart for his childhood heroes, Ultraman and Batman. Where would you like to go? He believes that putting the right technology-based platforms in the hands of financial advisors, broker-dealers, TPAs, and investment providers improves investment outcomes for all retirement savers. He began his career in West Texas specializing in the design and offering of retirement plans to the Education and Healthcare markets. Jamie DeRubertis Managing Director.

He worked for five years at Midland Trust Company where his primary focus was building the self-directed IRA market in the commodities and foreign exchange space. He excels in long-term planning, creating business efficiencies and managing strategic initiatives. Tim later worked as a consultant for some of the largest Broker Dealers in the industry with a focus on process improvement and system development. She has been instrumental in building a strong team that continues to provide high quality and customer service through significant growth. Our turnkey approach to paying agent services supports paperless real time automation to enhance your employees experience and give you one distribution platform to streamline your business. Jennifer is supervisor of the FPS operations team, which performs trading, reconciliation, distributions and contribution processing. Alex Lee Senior Business Analyst. Problem solvers. Mark Koeppen Senior Vice President of Strategic Rollovers Mark has over 25 years of experience with retirement plan management, consulting and compliance.

He and his wife, Kristine, have raised four children. Troy attended the University of Utah where he received his Bachelor of Science in finance. He worked for 15 years with Great-West Life; five of which were in recordkeeping operations, the last ten were in institutional management, product design and developing system enhancements. Learn Thank you! As VP of Relationship Management at FPS Services, Brandy is responsible for building and maintaining strategic relationships with retirement plan providers, plan sponsors, retirement advisors and Third Party Administrators. Our rollover servicing platform automates the exchange of participant data. Click here if you've forgotten your password. Alan holds a B.

He works with various departments at FPS to improve operational, product and customer experiences. Alex Lee Senior Business Analyst. With FPS, Amy oversees daily operations, reconciliation, tax reporting and filing along with business analysis and new client implementation. As VP of Business Development at FPS Group, Michael is responsible for working with plan sponsors, broker dealers, distribution partners, product providers, third party administrators, consultants and RIAs to provide the best retirement solutions using leading edge technology. He also enjoys playing golf, boating, and traveling to new places throughout the country. In his spare time, you will find Alan in his wood shop, or on a river in Colorado trying to coax a trout to bite. As the lead executive in charge, James is responsible for the overall strategic direction to achieve business goals. Brandy is originally from Colorado but recently moved to Phoenix.

Paul has been working with Microsoft technologies for over 25 years. Rick works directly with advisors, third party administrators, plan sponsors, distributors and investment firms. He has built and managed sales teams, executed on the development and execution of strategic growth plans and continues to achieve success in growing the retirement plan industry. FPS Trust Company is a non-depository Colorado state chartered trust company that is dedicated to keeping customers ahead of the market trends. Alan has over 25 years of technology experience in several different fields, including financial services, GIS, education, and mining. Suggest Edits. Alan manages security and infrastructure for FPS ensuring compliance, reliability, and uptime for critical systems. In , Paul co-founded Nexus Financial Services. Brandy is originally from Colorado but recently moved to Phoenix. Jamie DeRubertis Managing Director.

Michael brings over 30 years of experience in the retirement plans and financial services industries. Susan Baber Director of Marketing. Login Log in Form User name Password forgot my password. Suggest Edits. Jennifer is supervisor of the FPS operations team, which performs trading, reconciliation, distributions and contribution processing. James Olson Managing Director. She is also the relationship manager for outside institutional vendors and customers, sales support, compliance including audits , and strategic planning. Amy joined FPS in , she is involved in many different areas within trust operations. Collaboration is essential, as is communication, trust and integrity. Mkoeppen fpstrustco.

Your submission has been received! Mandatory IRA. Sections of this page. Mark serves as the Chairman of the Finance Committee and is on the Board of Directors for Sandstone Creek Club to ensure the club is successful and allows the owners to continue to experience the beauty of its surroundings in Vail Colorado. Jarrod excels in improving operational processes, implementing business solutions, and creative problem solving. He worked for five years at Midland Trust Company where his primary focus was building the self-directed IRA market in the commodities and foreign exchange space. Troy attended the University of Utah where he received his Bachelor of Science in finance. Rick works directly with advisors, third party administrators, plan sponsors, distributors and investment firms. Cary is a fan of the culinary arts, is an accomplished world traveler, enjoys recreational cycling, and still has a soft spot in his heart for his childhood heroes, Ultraman and Batman.

The IPX platform addresses the operational administrative governance of b plans with multiple investment product providers and their distribution channel partners in a single processing environment. New York. Alan has over 25 years of technology experience in several different fields, including financial services, GIS, education, and mining. Shauna and her team work closely with other FPS departments for effective collaboration and communication across the company. Jennifer joined FPS Trust in Jennifer is supervisor of the FPS operations team, which performs trading, reconciliation, distributions and contribution processing. Log In. Voluntary IRA.

Eric Lutz Director of Sales. We provide a positive environment for impeccable standards, professional ethics and integrity with our clients and our employees. You may even spot him at a comic convention dressed as his favorite characters from the movies. Our turnkey approach to paying agent services supports paperless real time automation to enhance your employees experience and give you one distribution platform to streamline your business. Where would you like to go? His leadership, in-depth understanding of the retirement markets and his reputation as a valued resource in the industry, make him a great addition to the FPS Group. Understanding the user and putting them first are requirements of successful solutions. Prior to starting with FPS, Jennifer worked at Health Savings Administrators where she was responsible for the daily operational functions, including trading, reconciliation, installations, and conversions. Hold Trust.

For your protection, we remember the computers you normally use to access your account. Amy has streamlined existing procedures and created new processes to accommodate business growth. As a subject matter expert on the topic of variable annuities, Kevin has trained FINRA examiners as well as spoken at national conferences and created continuing education content. She works closely with the development team and business analysts to make sure new development meets the business needs. New User? All rights reserved. Market prices and values for securities are obtained from sources believed to be reliable but are not guaranteed. Collaboration is essential, as is communication, trust and integrity.

Mark has over 25 years of experience with retirement plan management, consulting and compliance. Kevin is married to a lovely and patient lady. Jamie DeRubertis Managing Director. As Supervisor of Operations and Compliance, Hyuk is responsible for developing efficiencies in processing, managing client relations, and ensuring regulatory requirement compliance for FPS. Analyze Trust. Tim later worked as a consultant for some of the largest Broker Dealers in the industry with a focus on process improvement and system development. To build the best technology tools, we employ the best tech pros. She has dedicated 30 years of her career to the financial services industry. Amy Frisina Trust Operations Manager. She developed and executed national sales plans, managed strategic relationships and consulted on retirement plan design, all of which contributed to CitiStreet becoming a nationally recognized leader in the retirement plan industry.

Mark Koeppen Senior Vice President of Strategic Rollovers Mark has over 25 years of experience with retirement plan management, consulting and compliance. Jennifer is supervisor of the FPS operations team, which performs trading, reconciliation, distributions and contribution processing. She works closely with the development team and business analysts to make sure new development meets the business needs. Your self-directed IRA. Jennifer joined Nexus in August of as Director of Technology. Paul has taken up running and has participated in several half marathons. Please use responsibly. Jennifer Crawley Director of Technology. Amy Frisina Trust Operations Manager. He has extensive knowledge in all types of retirement plans, including k , b , and non-qualified plans.

Our Team. Sign in to your account. Back before print media died, Paul authored many articles and columns on a variety of topics, and co-authored a book or two for various trade publications, including Microsoft Press. Liz loves supporting her staff and seeing them learn and grow in their career. Being a Florida native, Eric has played tennis throughout his whole life and played collegiately at Furman University. Her strengths and expertise consist of financial statement and reporting, budgeting and forecasts, and business tax and compliance. All rights reserved. Learn Thank you! James got his star in the retirement industry in as a Client Services Manage at Bank of America Retirement Services and obtained his Series 7 and 65 licenses. The nine years prior to FPS, Shauna worked as a public accountant preparing personal and business tax returns and compiling and reviewing financial statements.

Amy has streamlined existing procedures and created new processes to accommodate business growth. Our dedicated team maintains relationships and retains current information for these payments with the IRS. Susan recently joined FPS Group in with 25 years of experience in financial services. Liz has a passion for operations and being able to support clients in their retirement needs. Mike has over 20 years in the retirement plan industry. She enjoys interacting with the services team to find new and innovative processing methods to deliver outstanding service to customers. As a thought leader on emerging industry trends, Troy has created education material, presentations and white papers on plan design and different participant applications. In addition to helping the retirement plan industry efficiently and effectively serve American savers, James loves to make music. He also enjoys playing golf, boating, and traveling to new places throughout the country. Alan Hathorne Senior Director, Information Technology Alan manages security and infrastructure for FPS ensuring compliance, reliability, and uptime for critical systems.

Our dedicated team maintains relationships and retains current information for these payments with the IRS. Hyuk has a strong background in retirement training, compliance, and regulatory oversight. He also manages various technical processes, including: In-Plan Roth Rollovers, plan restatement assistance, and other various transactions. Previously, Mike spent two years with InvestLink Technologies, where he served in a variety of roles including software training, conversions and quality assurance. Building secure, high-performing and scalable systems is one of his passions. New User? Amy joined FPS in , she is involved in many different areas within trust operations. He excels in long-term planning, creating business efficiencies and managing strategic initiatives. Hold Trust.