Sandy W. Combs is a retirement plan professional with over 25 years of experience in recordkeeping and administration. She has expertise in defined contribution plans, staff management, product delivery, strategic planning, relationship management, and product positioning. Most recently, she was the Director of Client Service and Product Delivery at The Newport Group, where she oversaw 1,100 retirement plans with $16 billion in assets.

1. Sandy W. Combs
scombs001@triad.rr.com/336-408-7751
Qualified retirement plan professional with over 25 years of experience in recordkeeping/administration and
management. Strengths include knowledge of defined contribution retirement laws and regulations,
recordkeeping systems, and operations as well as ability to work effectively across multiple business units to
accomplish key objectives. Establishes strong relationships both internally and externally.
AREAS OF EXPERTISE
 Defined Contribution Plans
 Staff Management
 Product Delivery
 Strategic Planning
 Relationship Management
 Product Positioning
PROFESSIONAL EXPERIENCE
The Newport Group, Winston-Salem, NC (virtual) 2011 - 2016
Director, Client Service (January 2012 – March 2016)
Director, Product Delivery (April, 2011 – January, 2012)
 Responsible for day to day servicing of approximately 1,100 qualified retirement plans with approximately
$16B in assets and more than 260,000 plan participants.
 Staff included 3 direct reports and 40 indirect reports across 3 sites.
 Budget of approximately $4M.
 Additional responsibility for plan sponsor and financial advisor relationships.
 Employ behavioral finance methods for measuring retirement readiness and overall plan health with a focus
on automatic contribution arrangements and automatic deferral increase features.
The Hartford, Retirement Plans Group 2001 - 2011
(formerly The Princeton Retirement Group/AMVESCAP Retirement)
Assistant Director, Client Service
 Responsible for day to day administration/servicing of approximately 900 qualified retirement plans with
approximately $10B in assets and more than 200,000 plan participants.
 Staff included 20 direct reports and 75 indirect reports.
 Plans covered daily valued qualified retirement plans, including non-qualified plans and Govt/HETE plans.
 Responsible for client service at the plan sponsor, participant level, and strategic partner level.
 Familiar with SunGard suite of products including OmniPlus, OmniStation, PowerImage, and OmniPay.
 Operated on DST recordkeeping systems – TRAC, SmartDesk, AWD (imaging system).
Wachovia Bank, Institutional Trust and Retirement Services 1998 - 2001
Vice President, Manager of Recordkeeping
 Managed staff of 50+ employees covering the operational and service needs for entire qualified plan
recordkeeping unit.
 Responsibilities included technical support group responsible for the day to day upkeep and support of the
recordkeeping system (SunGard OmniPlus).
 Created and managed budget for recordkeeping area.
Booke & Company/Aon Consulting 1983 - 1998
Manager, Defined Contribution Consultant
 Responsibilities included direct relationships with 25 corporate benefit clients.
 Managed various business units including operations and implementation.
EDUCATION
Wake Forest University, Winston-Salem, NC
Bachelor of Science, Business Administration