Terry Jordan has been a retirement plan administrator since 1978. She worked at Corporate Plans & Services from 1978 to 1991 and then returned in 1999. As a Senior Account Manager, Terry is involved in every aspect of her clients’ plans. She does the valuations, prepares the annual Form 5500, processes distributions and loans to participants and is available for whatever questions they have. What she enjoys most about working at Corporate Plans & Services is being involved in the valuation process from start to finish and being available to her clients during the time between valuations. When Terry is not at work or babysitting her grandchildren, she enjoys reading. She lives in Charlotte with her husband. She has two grown sons and three grandchildren.
You can reach Terry @ (704) 235-6551 ext 103