SOURCE: The 401(k) Expert

March 17, 2008 11:00 ET

Statewide Leader in Retirement Planning Appoints New Client Relationship Manager to Expand Service to Growing Family of Arizona 401(k) Plan Sponsors

SCOTTSDALE, AZ--(Marketwire - March 17, 2008) - The 401(k) Expert, an independent retirement planning firm, announces the appointment of Ms. Jennifer Markle to Client Relationship Manager. The firm serves a rapidly growing client family of small, mid-size and large Arizona-based companies in the design and optimization of 401(k) plans. Markle's primary focus is fund performance, due diligence review and plan participant education.

Markle is a former executive with Great West Retirement Services with a specialty in client retention and business development. Her financial career includes posts with First Bank of Littleton, CO. She holds a variety of licenses including her Series 6, 63 and life and health insurance, and gained her academic education at Metropolitan State University in Denver.

Since its founding in 1976, The 401(k) Expert has concentrated its effort on issues of sponsor/participant advocacy. Under the leadership of its founder, John L. Scott, the firm guides sponsors on how best to contain or reduce fees, improve investment opportunities and, as fiduciaries, protect plan fiduciaries from personal or corporate liability. Through education, Scott advocates for a better retirement future for America's workforce by demonstrating ways in which typical 401(K) participants can achieve more with their savings in less time.

Scott has distinguished himself as an Accredited Investment Fiduciary™ (one of only 2,000 in the U.S.) through the Center for Fiduciary Studies; PlanSponsor Retirement Professional(SM) (one of only 340 in the U.S.) through the PlanSponsor Institute(SM); and he also holds numerous certifications and licenses. The 401(k) Expert team is meticulously trained and motivated to create positive retirement outcomes for employers and their employees with disciplined plan design, investment research and provider fee benchmarking.

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