Guided plan participants through distribution and loan processes, educated them about constantly changing rules and regulations, and answered questions in a fast-paced, high volume environment. Served as the primary point of contact for over 600 partnered accounts by phone, email, and face-to-face. Processed over 800 disbursement requests for individual account holders on top of a normal workload within six months, generating over $100k in profit. Prioritized multiple tasks and projects to produce high-quality and timely workflow. Worked closely and communicated with a variety of clients to ensure participant withdrawals are compliant with IRS and Plan regulations. Securely handled confidential materials and managed the organization and accuracy of participant data and files.

Founded in 1975, Lorenz Private Trustees is a Corporation in San Diego County, California. Each of our Fiduciaries serve as: Trustee • Executor • Agent for Finance • Agent for Health Care Clay B. Spiegel, CPA Marguerite C. Lorenz, CTFA, CLPF Noah Benton, Esq, CLPF Joseph McMackin, CLPF Ryan Shumacher, Esq We do not write Estate Plans, we implement them. Unlike Banks or Trust Companies, we do not sell any financial products. Our duty is to consider your intent first, as it is expressed in your written Estate Plan, then to follow the Probate Code, as you are the First Beneficiary of your Trust. We must also consider your beneficiaries in the process. Often family members (who are also beneficiaries) fall into conflict because of their own agenda or their inability to get along with other family members during the long and difficult time required in most end of life circumstances. Having a neutral, trained professional, ready to serve, can help keep your family in harmony. One of 3 events trigger your Succession plan: Resignation (when you resign as Trustee of your Trust), Incapacity (your Trust document will specify how this is determined), or Death. This is when your Successor Trustee goes to work, fulfilling your plan and following your wishes. We feel it is so important to get acquainted and to keep up to date with you, that we charge nothing for our first meeting with you. To learn more, please visit our website, www.MyTrustee.net or call us at 877-630-8448