Laurie Morris

I work as Retirement Specialist. I help design and implement benefit, savings and pension programs for clients, usually employees belonging to the specialist's company. I may confer with employees in person or over the phone as they design retirement plans. I typically work closely with a human resources department in an office setting. As Retirement Specialist, I must be able to explain the complicated nature of investment, compensation and retirement packages to employees in a clear, concise fashion. I also file and process retirement plans in accordance with federal and company regulations.