Led sales and implementation for integrated 401(k) solutions across the Intermountain West.

Partnered with CPAs and Financial Advisors to streamline plan administration.

Consistently ranked in the top tier for plan retention and client satisfaction.

District Sales Manager

Supported institutional clients with plan performance reporting and legislative updates.

Associate Relationship Manager

Focused on plan design optimization and fee benchmarking for mid-market clients.

Managed 3(21) and 3(38) fiduciary relationships to ensure ERISA compliance.

Specialized in resolving complex compliance issues and Form 5500 audit preparation.

Senior Retirement Plan Consultant | Founder

Building the most comprehensive directory and comparison engine for retirement plan service providers.

Bridging the gap between plan sponsors and elite TPAs, Recordkeepers, and Advisors.

Founder

First-time founder working on tools for businesses and 401(k) providers to find better clients and vendors

Know about Chase Miller's work experience, education, bootcamps, certifications, and much more. Chase Miller