As Retirement Plan Coordinator, Maryellen enjoys working directly with plan sponsors, participants, and partners to develop an intimate understanding of a company’s individual Retirement Plan needs. Maryellen is involved from the beginning of the set-up process and works closely with all parties on an ongoing basis, ensuring a smooth experience and consistent service.
Maryellen has been in the Retirement Plan industry for 20 years working at Stephen H. Rosen & Associates, Inc. for 15 years, primarily as their New Business and Conversion Coordinator prior to joining RTD Financial in 2016.
Maryellen’s commitment to excellence led her to attain the Chartered Retirement Plan SpecialistSM (CRPS®) designation through the College for Financial Planning® in 2017. Attainment of this designation demonstrates an understanding of design, installation, maintenance and administration of retirement plans. Continuing her growth, Maryellen attained the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. This designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Maryellen currently resides in southern New Jersey with her rescue cat, Buster Keaton and has two grown sons. She enjoys reading, traveling, home improvements, spending time on the beach and has recently tried her hand at tandem skydiving and obtained her motorcycle license. But most importantly, she enjoys spending time with friends and family.
Getting to know Maryellen
What do you enjoy most about working at RTD?
Joining RTD was like joining a family. We are a diverse group that works as a team and everyone is very passionate about seeing our clients and each other excel. We do work hard, but we also have lots of fun!
What makes you good at what you do?
I enjoy working with people and being challenged. I love getting into the weeds and finding a solution. If there’s a mystery to be solved, I’m on it!
What’s the best piece of advice you’ve received?
It’s actually a quote I read once that stuck with me, “Sometimes we get so caught up in trying to accomplish something big, that we fail to notice the little things that give life it’s magic!”
What’s the most exciting vacation you’ve taken?
In the beginning of March 2020, I went to Costa Rica with a few friends. What a beautiful country and beautiful people! We spent the week traveling around the beaches, the local neighborhoods and their national parks. My favorite part was being joined by a family of monkeys on the beach and seeing sloths way up in the trees!