Jean Dailey
Manager of Retirement Plans and ERISA Support at Beltz Ianni & Associates at Beltz Ianni & Associates | Rochester, New York, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
As the Manager of Retirement Plans and ERISA Support at Beltz Ianni & Associates, Jean Dailey plays a pivotal role in shaping the financial futures of clients through expert guidance on retirement plan design, implementation, and termination strategies. With a deep understanding of ERISA regulations and compliance, Jean ensures that clients navigate the complexities of retirement planning with confidence and clarity. Her commitment to making a difference in the financial community is evident in her hands-on approach to project management, where she supervises the development and execution of tailored retirement solutions that meet the unique needs of each organization.
Jean’s expertise in 401(k) plan administration and risk management allows her to effectively assess and mitigate potential challenges, ensuring that clients remain compliant while optimizing their retirement offerings. She excels in relationship management, fostering strong partnerships with vendors and stakeholders to enhance service delivery and streamline processes. Her focus on business process improvement not only enhances operational efficiency but also contributes to the overall success of retirement plans under her stewardship.
Currently, Jean is spearheading several key projects aimed at enhancing retirement plan offerings for clients, including innovative strategies for plan design and participant engagement. By leveraging her extensive knowledge and experience, she empowers organizations to create sustainable retirement solutions that benefit both employers and employees alike. As a dedicated professional in the financial services industry, Jean Dailey continues to make a significant impact, ensuring that her clients are well-equipped for a secure financial future.
Manager of Retirement Plans and ERISA Support at Beltz Ianni & Associates at Beltz Ianni & Associates in May 2014 to Present
Partner and Manager of Retirement Plans and ERISA Support at Beltz Ianni & Associates in January 2020 to Present
Operations Manager of Retirement Plans and ERISA Support at Beltz Ianni & Associates in May 2014 to Present
Manager of Retirement Plans and ERISA Support at Enhanced Retirement Solutions in May 2015 to Present
Director of Consulting and Risk Management at EPIC Advisors, Inc. in September 1996 to April 2014
Manager of Employee Benefit Plans at Chapman, Collins, Agostinelli & Shaw, PC, CPAs in October 1986 to September 1996
See more
See less
Management
Project Management
Supervising
ERISA Consulting
Risk Management
Retirement Plan Consulting
Qualified Retirement Plans
401k Plan Consultant
Strategic Planning
Audit Liason
401k Plan Adminstration
Retirement Planning
Leadership
Retirement Solutions
Retirement Plan Adminstration
Process Improvement
Relationship Management
Vendor Management
Employee Benefits
ERISA
Retirement
Business Process Improvement
401(k) Retirement Savings Plans
See more
See less
Discover more about Beltz Ianni & AssociatesWhat is Jean Dailey email address?
Email Jean Dailey at [email protected]. This email is the most updated Jean Dailey email found in 2026.
What is Jean Dailey phone number?
Jean Dailey phone number is +15853405214.
How to contact Jean Dailey?
To contact Jean Dailey send an email to [email protected]. If you want to call Jean Dailey try calling on +15853405214. (updated on October 29, 2024)
What company does Jean Dailey work for?
Jean Dailey works for Beltz Ianni & Associates
What is Jean Dailey's role at Beltz Ianni & Associates?
Jean Dailey is Manager of Retirement Plans and ERISA Support at Beltz Ianni & Associates
What industry does Jean Dailey work in?
Jean Dailey works in the Financial Services industry.
Jean Dailey Email Addresses
Jean Dailey Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Jean Dailey
Marketing Race Director at Pacific Multisports
VP of Sales at Foley Products Company
Product Analyst at CSAA Insurance Group, a AAA Insurer
Assistant Women Basketball Coach at Burleson ISD
Senior Media Buyer at Horizon Media
Team Leadership and Operations Support at Independent Consultant
Customer Service Representative at First Keystone Community Bank
Direct Support Professional at Job Path NYC
Owner at Longleaf Mapping & Due Diligence LLC
Business Owner at Wheels Up Travel
Client Service Specialist at Gibraltar Private Bank & Trust
Tax Recruiting Manager at TaxScout, Inc.
JV Project Manager, Design & Development at Bluegreen Vacations
Adjunct Lecturer- Dialogue Across Difference: Politics & Gender at Washington University in St. Louis
REO Closing Specialist at Carrington Mortgage
Social Media Manager at Cultivating Thriving Small Groups
Senior Project Manager II at B. Braun Medical Inc. (US)
Agent/Producer at American Income Life: AO
School Psychologist at Des Moines Public Schools
Project Coordinator at Evolve IP
Show more
Show less