Team

Jennifer Fuller is passionate about increasing the retirement readiness of business owners and their employees, and brightening the opportunity for their financial future. Specializing in small to mid-sized plan administration matters, Jennifer works closely with plan sponsors and financial advisors to design retirement plans that meet their objectives, and to administer them successfully and seamlessly.

Employers sponsoring or wishing to sponsor a qualified retirement plan seek her expertise with creating greater tax-efficiency, providing unique access to education, promoting disciplined savings opportunities and offering a robust benefit to employees. Jennifer has access to a full-suite of services that will bring confidence to plan sponsors and ensure that clients are operating a legislatively current and administratively compliant plan. She provides a high level of service and attention to each of her clients, resulting in strong partnerships based on trust and confidence.

Jennifer joined United 401(k) Plans in 2005 and has more than 20 years of financial services experience. She gained a breadth and depth of knowledge about retirement plans during her career, as she has personal experience working not only as a third-party administrator, but also in the office of an advisor, and as a plan sponsor. Her tenure and experience is a benefit to her clients as she brings a well-rounded understanding of plan design and a customer-centric perspective that places their needs first. In addition, Jennifer has earned the Chartered Retirement Plans Specialist™ (CRPS) designation which demonstrates her expertise in providing advice and guidance for defined benefit and defined contribution plans.

Madison Simonich serves clients by providing the personalized attention and solution-oriented service that brings confidence and peace of mind. 

 As a Client Relations Manager, Madison Simonich is focused on increasing the retirement readiness of plan sponsors and plan participants.  She offers easy assistance with participant enrollment or withdrawal and loan requests, and for plan sponsors, she provides proactive compliance administration and ongoing plan oversight.  Madison provides a high level of personalized service, and clients appreciate her attention to detail, as well as her ability to handle client issues with empathy and efficiency.

Since joining the team at United 401(k) Plans, Madison has been dedicated and committed to providing retirement plan participants and sponsors a quality client service experience.  To that end, she has earned the Qualified 401k Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries.  The QKA credential is earned by retirement plan professionals who work primarily with 401(k) plans and typically assist employers and consultants with the recordkeeping, non-discrimination testing and the administrative aspects of 401(k) plans.  Madison is currently pursuing a B.S. in Economics from Utah State University and anticipates graduating in the Spring of 2017.