“What is so intriguing about the financial services field is being able to see the first-hand impact that you can have on individual’s financial well-being, retirement readiness, and, in turn, their happiness and comfort. At Twelve Points, this impact is built through family oriented relationships and friendships, two things that I value dearly in my life.”

Greg Phillips

401K Operations Assistant

I am the Assistant Director to our 401k operations. I assist in running the operations of Twelve Points Retirement Advisors as well as assisting in investment monitoring and analyses of our 401(k) plans. I help design and implement the procedures and processes for managing 401(k) relationships with plan sponsors, as well as keeping them compliant with current DOL rules and regulations.

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