Simon Miselis

Simon Miselis has a strong background in ERISA compliance and retirement plan administration. With experience at TCG and Charles Schwab, Simon demonstrates expertise in managing retirement plan sales processes, overseeing compliance testing, consulting clients on ERISA compliance topics and retirement plan designs, and ensuring exceptional customer service. With a Bachelor of Science degree in Finance from Kent State University, Simon has built and trained teams, reviewed complex distributions, and drafted regulatory notices to ensure the smooth operation of over 100 retirement plans.