Samantha Merrell

Samantha Merrell has extensive experience in client onboarding and implementation within the retirement savings sector, currently serving as the Client Onboarding Team Lead at Ubiquity Retirement + Savings since May 2016. In this role, Samantha assists the manager in leading daily activities, trains team members, and delegates tasks to ensure compliance with service level agreements and quality standards. Prior positions at the same company include Senior Implementation Specialist and Implementation Specialist, where responsibilities ranged from managing plan setups to engaging with clients and addressing their needs. Samantha also possesses expertise in 401(k) plan components, and earlier work experience includes roles in customer service and administrative support across various industries. Samantha earned a Bachelor of Science in Psychology from Washington State University.