- About Us
- Why Summit?
Maureen has over twenty five years experience in the pension services industry, and has been with Summit Financial for fifteen of those years. Maureen is an intergral member of the administrative service team of the Retirement Plan Services division.
Maureen’s responsibilities include the review and verification of client transactions, including contribution processing, distributions, and fund changes. In addition, Maureen coordinates certain client communications, including the monthly investment performance updates, employee enrollment materials, and reports. She also coordinates the annual compliance calendar and maintains records of the mailing and return of 5500s and other compliance reporting. Maureen also assists the sales staff with proposals for new business.
Maureen lives in Needham, Massachusetts, and is an avid sports fan. She especially loves rooting for her favorite teams, the Boston Red Sox and the New England Patriots. In her leisure time, Maureen enjoys golfing, swimming, cooking, and traveling with her friends and family.