As the Managing Director for Retirement Plan Services, Allyson is responsible for overseeing the account management team. Under her direction, the team is an advocate and partner for our business clients and their 401(k) plans, which includes ongoing education, technology, and efficient investment options to help attract and retain employees. Allyson and her team take great pride in providing businesses retirement plan solutions that enhance their employees’ financial well-being and prepare them for their financial future. Allyson is a Certified Retirement Plan Professional™ (CRPP™). The process included a demanding educational track and comprehensive exam. This designation further strengthens her retirement plan knowledge and industry understanding. Her dedication to this process further exemplifies Allyson’s commitment to Trust Point’s clients.