Client Service Associate

Stephanie Ng

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Stephanie Ng currently works as a Client Service Associate at Retirement Benefits Group. She is responsible for generating individual and plan analysis reports, creating Plan Sponsor and Participant newsletters and legislative updates for 401(k) clients, while also preparing materials for educational meetings and campaigns. Stephanie serves as the contact for primary clients and plan sponsors to assist with day-to-day plan administration and is an integral part of RBG’s investment fiduciary process.

Stephanie has three years of experience in the financial services industry and is particularly passionate about working with both 401(k) plan participants and plan sponsors. A graduate of UC San Diego with a B.A. in Economics, Stephanie interned at RBG her senior year before becoming full-time. She currently holds her California Life, Accident and Health License.

CA Insurance Lic. #0K03264

Education:

Stephanie attended University of California, San Diego and earned her bachelor’s degree in Economics with a minor in Business in 2013.

Interests:

In her free time, Stephanie enjoys spending time with her family and discovering new restaurants/foods.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI