Wilbur (Bill) Jones

Phoenix, Arizona

Sr. HR Retirement Plan Specialist - Contract, Evonik Corporation

Experience at:
TIAA, Boyd Group, Evers Robinson, Inc

I’m interested in mentoring people from:

  • Other (non-profits, Meetups, industry associations)
Wilbur (Bill) Jones
Where I've Worked

May 2019 – Present

ERISA Contract Consultant

Carefree 401(k) Consultants
TIAA logo

Mar 2022 – Jul 2022

Sr Plan Document Specialist - Contract


Jun 2021 – Jan 2022

401k HR Manager - Contract

Boyd Group

Nov 2020 – Jun 2021

ERISA Auditor

Evers Robinson, Inc

Jan 2018 – May 2019

ERISA Service Center Manager

Fiduciary Outsourcing, LLC

Jan 2008 – Dec 2017

Managing Director

Creative Retirement Services, Inc

Jan 2008 – Apr 2010

ERISA Audit Manager - Contract

Forrestall, Galeano & Li, CPA's
Transamerica logo

2006 – 2008

Director, Southern Region - Retirement Services

Where I've Studied


Bachelors, Accounting

Georgia State University

Ask Me About

People I've Reported To

People I've Worked With

People Who've Reported to Me

Employee Benefits Professional who consults on Corporate retirement plan design, administrative processes and ongoing administrative services. Trains staff and performs ERISA, IRS and DOL Compliance Reviews. Assists large plans with ERISA Audits.

Ask Me for a Referral

View All 10 Jobs  blue arrow

In the Media

Social Media