Heather Johnson serves as Account Executive and has over 19 years of retirement industry experience. She is passionate about achieving clients’ retirement needs by fostering relationships with clients, committee members, trustees, and vendors. Her goal is to be an extension of your company by helping to make the retirement program run smoothly and efficiently.
This includes communicating with plan sponsors and participants on plan conversions, reconciliations, terminations, audits, and daily operating functions, such as, eligibility, loans, and ongoing account management. In 2016, Heather was selected as one of the National Association of Plan Advisors (NAPA) Top Women Advisor All-Stars.* This honor is based on NAPA’s nomination and qualification process, including voting by plan sponsor clients and industry peers
Heather received a B.A. in English from Central College in Pella, IA. She is an Accredited Investment Fiduciary (AIF), and holds multiple securities and state insurance licenses.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.