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Recordkeeping Specialist

Britney Swanson

Britney joined MVP as an Associate Relationship Manager, working closely with the Senior Consultant for Middle Markets to build strong client relationships and address the unique needs of our middle-market clientele. Her dedication and eagerness to expand her expertise led her to transition into the role of Distributions Specialist, where she played a key role in supporting our clients’ distribution processes. As the Recordkeeping Specialist, she is responsible for creating system plans, processing investment changes and allocating plan fees.

During her time in college, she was recognized for her academic excellence, earning Alpha Sigma Lambda honors and securing a spot on the Dean’s List every semester. She secured the Retirement Plan Fundamentals certification and plans to further enhance her 401(k) knowledge through ASPPA.

With a background in business management and customer service, Britney brings energy, dedication, and a strong work ethic to her role. She lives in Upstate New York with her husband and their cat, Max. A passionate Syracuse Orange basketball fan, she attends as many games as possible. In her free time, Britney enjoys spending time with family and friends, golfing, fishing, and making the most of sunny days.

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Sounds like a good time to strike up a conversation about our plans and services. You can get in touch with us by calling us at (919) 465-2220 or using the contact us form.

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MVP Plan Administrators, Inc. Logo
  • HOME
  • HOW WE HELP
    • BUSINESS OWNERS
    • ADVISORS
    • HR REPS
  • WHO WE ARE
    • WHAT WE DO
    • HISTORY
    • MEET THE MVPers
    • CAREERS
  • EDUCATION
    • EDUCATION
    • FAQS
    • PLAN RESOURCES
    • NEWS & BLOG
    • WHITEPAPERS
  • CONTACT
  • LOGIN
    • PARTICIPANT LOGIN
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