We found the following information about Betsy Schaaf at Bridgepoint Group, Llc, where Betsy has worked as a Consultant since 2018. Betsy's total work experience is over 44 years, during which time Betsy had at least nine jobs at different companies to develop skills. Betsy studied at the University of Cincinnati College of Law from 1994 to 1997. This professional has the certification in Apm Betsy Schaaf currently is located in Loveland, Ohio. You can contact with Betsy by searching for phone or email address or find full information by requesting access to this person's additional details.
Name variants:
Elizabeth Schaaf
Last updated Jul 03, 2024
Contact Information
Last Update
Jul 11, 2022
Email
bb**@fuse.net, mo**@gmail.com
Location
Loveland, OH
Company
Workplace
Colleagues
Work History
Consultant
Apply my ERISA expertise and project management experience to clients in the Financial Services marketplace.
from Nov 2018
Retirement Plan Project and Erisa Consultant
1 Financial Way, Cincinnati, OH 45242
Assist with various projects of the Retirement Plans Strategic Business Unit, consulting from both an industry and ERISA perspective.
Jan 2018 — Nov 2018
Compliance and Dol Fiduciary Consultant
1 Financial Way, Cincinnati, OH 45242
Led the DOL Compliance project. Assisted various business units with drafting compliant procedures in light of the DOL Fiduciary Rule (``The Rule)''. Identified risks for the various SBUs, d...
Oct 1, 2016 — Jan 2018
Education
1994 — 1997
1991 — 1994
Occupations
Executive
Owner
Counselor
Accountant
Finance and Accounting Specialist
Chief Executive
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
401K
Retirement
Pensions
Employee Benefits
Compliance
Erisa
Defined Benefit
Mutual Funds
Retirement Planning
Insurance
Fixed Annuities
Life Insurance
Financial Services
Investments
Financial Planning
Series 7
Disability Insurance
Securities
Wealth Management
401 Retirement Savings Plans
Pension Funds