Jeremy Stoker
About Jeremy Stoker
Jeremy Stoker serves as the Vice President at Newfront, where he specializes in strategic plan design and consulting for retirement plans. He has extensive experience in the retirement planning sector, having held various roles in companies such as HP, Sentry, and Workfront.
Work at Newfront
Jeremy Stoker has served as Vice President at Newfront since 2016. His role involves overseeing various aspects of retirement plan management and consulting. He operates in the San Francisco Bay Area, contributing to the company's mission of providing comprehensive insurance and financial solutions. His expertise in retirement plans enhances Newfront's offerings, particularly in strategic plan design and implementation.
Previous Employment History
Prior to his current position at Newfront, Jeremy Stoker held several roles in the financial services sector. He worked at HP as an Account Executive from 2005 to 2008 in the Greater Salt Lake City Area. He then transitioned to Sentry, where he served as Corporate 401k Account Manager from 2011 to 2014, followed by a role as Corporate 401k Regional Director from 2014 to 2016. Additionally, he worked at Workfront as an Account Executive from 2009 to 2011.
Education and Expertise
Jeremy Stoker specializes in strategic plan design and consulting for retirement plans. His expertise includes engaging with retirement plan committees to create, implement, and administer corporate 401k, 403b, and non-qualified plans. He also provides independent investment research and fiduciary support, which are critical components of his role in the retirement planning sector.
Engagement with Retirement Plans
In his professional capacity, Jeremy Stoker engages with retirement plan committees to facilitate the creation and administration of various retirement plans. His focus includes corporate 401k and 403b plans, as well as non-qualified plans. His role involves ensuring that these plans meet the needs of the organizations he serves, while also adhering to regulatory requirements.