PLANSPONSOR - April/May 2018 - 72
the average deferral rate rose nearly
3%, she says. Last year, Michael helped
SoutheastHEALTH change its investment
lineup and fee structure.
According to Dye, " Our goal was to
increase cost-efficiency while providing
greater fee transparency. Enhancements to
our plan included adding lower-cost investment
options and a new suite of target-date
funds [TDFs]. "
" The transformation was certainly a
collaboration of many parties, " Michael
recalls. " SoutheastHEALTH and its HR
[human resources] staff are exceedingly
invested in each and every employee and
want to ensure their success. "
While he enjoys working directly
with all of his clients, he says,
" SoutheastHEALTH willingly goes out
of its way to ensure the satisfaction of its
employees, who in turn provide that same
dedication and enthusiasm to every one of
their customers. "
His high regard for the client is
perhaps why " Joe not only goes above
and beyond, each and every day, for our
firm, but continually exceeds expectations
on projects and major transactions, "
Dye says. " This transition would not have
been possible without his constant hard
work and dedication to our account. "
Service Star Individual
Brandon Trippe
Isolated software errors
that caused inaccuracies
in a new payroll system
RECORDKEEPER
COMPANY:
Newport Group
CLIENT: Methodist
Rehabilitation
Center
CLIENT INDUSTRY:
Health care
CLIENT HEADQUARTERS: Jackson, Mississippi
PLAN ASSETS/PARTICIPANTS:
>$25mm- $50mm/1,000
BIO: Brandon Trippe has worked in the
retirement industry for 14 years, the first
three as a financial adviser with A.G.
Edwards. He has been a senior client service
manager with Newport Group since 2007.
KATHY Kendrick with Methodist
Rehabilitation Center thinks back to last
year and the launching of the provider's
new payroll software-and the disruptions
it caused for " the normal processes
our company has had in place. "
" After months of erroneous payrolls,
it was the efforts of Brandon Trippe and
his colleagues who isolated the software
errors that helped fix the problem, " she
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PLANSPONSOR - April/May 2018
Table of Contents for the Digital Edition of PLANSPONSOR - April/May 2018
2018 Plan Sponsors of the Year
Plan Administration Guide, Part 1
From Strength to Strength
Finding the Best Course
Managed Accounts
Rising Costs
Taking Responsibility
PLANSPONSOR - April/May 2018 - C1
PLANSPONSOR - April/May 2018 - FC1
PLANSPONSOR - April/May 2018 - FC2
PLANSPONSOR - April/May 2018 - C2
PLANSPONSOR - April/May 2018 - 1
PLANSPONSOR - April/May 2018 - 2
PLANSPONSOR - April/May 2018 - 3
PLANSPONSOR - April/May 2018 - 4
PLANSPONSOR - April/May 2018 - 5
PLANSPONSOR - April/May 2018 - 6
PLANSPONSOR - April/May 2018 - 7
PLANSPONSOR - April/May 2018 - 8
PLANSPONSOR - April/May 2018 - 9
PLANSPONSOR - April/May 2018 - 10
PLANSPONSOR - April/May 2018 - 11
PLANSPONSOR - April/May 2018 - 12
PLANSPONSOR - April/May 2018 - 13
PLANSPONSOR - April/May 2018 - 14
PLANSPONSOR - April/May 2018 - 15
PLANSPONSOR - April/May 2018 - 2018 Plan Sponsors of the Year
PLANSPONSOR - April/May 2018 - 17
PLANSPONSOR - April/May 2018 - 18
PLANSPONSOR - April/May 2018 - 19
PLANSPONSOR - April/May 2018 - 20
PLANSPONSOR - April/May 2018 - 21
PLANSPONSOR - April/May 2018 - 22
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PLANSPONSOR - April/May 2018 - 53
PLANSPONSOR - April/May 2018 - 54
PLANSPONSOR - April/May 2018 - 55
PLANSPONSOR - April/May 2018 - Plan Administration Guide, Part 1
PLANSPONSOR - April/May 2018 - 57
PLANSPONSOR - April/May 2018 - 58
PLANSPONSOR - April/May 2018 - 59
PLANSPONSOR - April/May 2018 - 60
PLANSPONSOR - April/May 2018 - 61
PLANSPONSOR - April/May 2018 - 62
PLANSPONSOR - April/May 2018 - 63
PLANSPONSOR - April/May 2018 - 64
PLANSPONSOR - April/May 2018 - 65
PLANSPONSOR - April/May 2018 - 66
PLANSPONSOR - April/May 2018 - 67
PLANSPONSOR - April/May 2018 - From Strength to Strength
PLANSPONSOR - April/May 2018 - 69
PLANSPONSOR - April/May 2018 - 70
PLANSPONSOR - April/May 2018 - 71
PLANSPONSOR - April/May 2018 - 72
PLANSPONSOR - April/May 2018 - 73
PLANSPONSOR - April/May 2018 - 74
PLANSPONSOR - April/May 2018 - 75
PLANSPONSOR - April/May 2018 - 76
PLANSPONSOR - April/May 2018 - 77
PLANSPONSOR - April/May 2018 - Finding the Best Course
PLANSPONSOR - April/May 2018 - 79
PLANSPONSOR - April/May 2018 - Managed Accounts
PLANSPONSOR - April/May 2018 - 81
PLANSPONSOR - April/May 2018 - Rising Costs
PLANSPONSOR - April/May 2018 - 83
PLANSPONSOR - April/May 2018 - Taking Responsibility
PLANSPONSOR - April/May 2018 - 85
PLANSPONSOR - April/May 2018 - 86
PLANSPONSOR - April/May 2018 - 87
PLANSPONSOR - April/May 2018 - 88
PLANSPONSOR - April/May 2018 - C3
PLANSPONSOR - April/May 2018 - C4
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