Ernest Smith Location
- Birmingham, AL, US
Ernest Smith Work
- 2024 -now Pension Consultant @
- 2020 -now Retirement Plan Specialist @ Newsong Capital
- 2022 -2024 Vice President Of Business Development @
- 2020 -2022 Financial Specialist @
- 2014 -2019 Director of Retirement Plan Sales and Partner @ Benefit Professionals, Inc. (Third Party Administrator)
- 2002 -2014 Executive Administration Manager and Director of Sales and Marketing @
- 2000 -2002 Financial Advisor @
Ernest Smith Education
- University of Montevallo
Bachelors of Science, Business Administration and Management (Business Administration and Management)
1991-1996 - Homewood High School
Ernest Smith Skills
- Pension Administration
- 401(k) Plan Administration & Design
- 401(k) Plans
- Cash Balance Plans
- Retirement Solutions
- Qualified Retirement Plans
- Retirement Services
- Retirement
- Financial Services
- Retirement Planning
- Enrollment Services
- Group Benefit Plans
- Portfolio Management
- Alternative Investments
- Succession Planning
- Business-to-Business (B2B)
- Wealth Management
- Business Development
- Pension Funds
- 401(k) Retirement Savings Plans
- Small Business Retirement Planning
- Client Relations
- Mutual Funds
- ETFs
- Financial Planning
- Life Insurance
- Whole Life Insurance
- 401(k), 403(b) SEP & SIMPLE
- Pension Plans
- IRAs (Traditional & Roth)
- Deferred Compensation Plans
- Split Dollar Plans
- Executive Benefit Strategies
- Executive Bonus Plans
- 529 Plans
- Annuities (Fixed & Variable)
- Asset Allocation Analysis
- Buy-Sell Agreements
- Buy-Sell Review
- College Funding
- Disability Income Insurance
- Estate Planning Strategies
- Financial Needs Analysis
- Financial Seminars
- Group Annuities
- Group Life Insurance
- Income Protection
- Key Person Insurance
- Life insurance (term, universal, whole)
- Long-term care insurance
- Retirement Account Reviews
- Cash Balance
- 403 b
- Defined Benefit
- 401k Retirement Savings Plans
- Finance
- IRAs
- Investments
- Management
- Profit Sharing
- System Administration
- Microsoft Office
- Insurance
- Leadership
- ESOP
- Pensions
- ERISA
- Series 63
- Series 6
- 401k
- Universal
- Annuities Fixed And Variable
- Iras Traditional And Roth
- Whole
- Life Insurance Term
- Buy Sell Review
- 403B Sep And Simple
- Buy Sell Agreements
- Long Term Care Insurance
- 403 Sep and Simple
- Annuities
Ernest Smith Summary
- Ernest Smith, based in Birmingham, AL, US, is currently a Pension Consultant at Farmer & Betts, Inc.. Ernest Smith brings experience from previous roles at Newsong Capital, Retirement Administration, Inc., COUNTRY Financial® and Benefit Professionals, Inc. (Third Party Administrator). Ernest Smith holds a 1991 - 1996 Bachelors of Science, Business Administration and Management in Business Administration and Management @ University of Montevallo. With a robust skill set that includes Pension Administration, 401(k) Plan Administration & Design, 401(k) Plans, Cash Balance Plans, Retirement Solutions and more. Ernest Smith has 4 emails and 2 mobile phone numbers on RocketReach.
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