Retirement Plans Coordinator
Direct Phone: 443-798-7411
Toll Free: 800.677.7887
Shoshana Goldberg is a Retirement Plans Coordinator who specializes in both defined contribution and defined benefit plans as well as compliance, pension administration and investment consulting support. She is also responsible for billing and internal account functions for the retirement plans department.
Prior to joining the company, Shoshana worked with the compliance division of Alliance Benefit Group.
Shoshana has a Bachelor of Arts from the University of Baltimore and a Masters in Counseling from Fordham University.
Business/Customer Service Philosophy
“I believe in going the extra mile to solve any client issues and believe that every client deserves a special touch – you can never be too helpful! ”