2 weeks ago
Episode 48: Breaking Down SECURE 2.0 Act
In episode 48 of Revamping Retirement, Jennifer and Scott are...
- With CAPTRUST Since 2007
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Jennifer Doss, CRPS®, QKA
Senior Director,
Defined Contribution Practice Leader
- Johnson City, Tennessee
- Any Harry Potter book | The Fifth Element
- Coach K, Abraham Lincoln, and Stephen Hawking
- Everything is hard before it is easy.
- Humility, perseverance, and dedication
Client Solutions Group
Jennifer Doss is a senior director and defined contribution practice leader based out of Raleigh, NC.
Jennifer joined CAPTRUST in 2007 and is currently a senior director of the firm’s defined contribution practice, responsible for the development of defined contribution services to address the needs of CAPTRUST’s clients. Prior to joining the firm, Jennifer worked as a financial advisor at Ameriprise.
Jennifer received a Bachelor of Science degree in accounting with a concentration in finance from North Carolina State University and holds the Chartered Retirement Plans SpecialistSM and Qualified 401(k) Administrator designations.
Education
- Bachelor of Science degree in accounting with a concentration in finance from North Carolina State University
Industry Designations
- Qualified 401(k) Administrator
- Chartered Retirement Plans SpecialistSM
Awards & Recognition
- CAPTRUST MVP Award | 2017
- CAPTRUST Step-Up Award | 2009 and 2013
News & Resources
Retirement Plans
Retirement Plans
2 months ago
Retirement Plan Predictions for 2023 (Webinar Recording)
In this webinar recording, CAPTRUST retirement plan experts predict how...
Retirement Plans
2 months ago
Episode 47: Revamping Retirement: Best of 2022
On this month’s Revamping Retirement, Jennifer Doss and Scott Matheson...
Retirement Plans
2 months ago
2023 Trends and Predictions for Retirement Plan Sponsors
In the wake of the pandemic and the great resignation,...
