Rose Waltz is a seasoned professional with extensive experience in retirement plans, compliance, and employee benefits. Notable positions include Senior Document Compliance Consultant at TIAA, where legal questions regarding retirement plans were addressed and numerous plan documents were reviewed for compliance. Previous roles at Fidelity Investments involved implementation of qualified plans and drafting various agreements, ensuring efficient plan management and high client retention. Additional experience includes managing pension plan issues at Mercer and providing benefits analysis at MedSynergies and Essilor of America, Inc. Waltz holds a Juris Doctor degree from Washburn University School of Law and currently works as a Customer Relationship Advocate at Fidelity Investments, where Series 7 and Series 63 licenses were obtained.
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