Theresa Ursoy

As a Third-Party Administrator Associate, Theresa has successfully managed a broad range of responsibilities since joining Modern Wealth in March 2024. She became part of the organization through Modern Wealth Business’s acquisition of Enhanced Retirement Solutions, bringing with her over 20 years of experience in Banking Management and Vendor Risk Management, which she effectively leverages in her current role.

Theresa is responsible for reviewing distribution and loan requests in a timely manner, ensuring compliance with Plan Documentation, and verifying accurate vesting calculations. She also administers the annual notification process for potential Required Minimum Distributions (RMDs), actively monitoring plans to ensure timely completion. In addition, Theresa identifies plans eligible for involuntary force-outs and coordinates their review and processing. She contributes to various special projects, demonstrating flexibility and support for broader team and organizational initiatives.

Earlier in her career, Theresa earned her Series 6 and 63 securities licenses, as well as her Accident, Life, and Health Insurance licenses. She leverages this extensive background to support the Company Retirement Plan Team, applying a strong understanding of financial compliance and regulatory standards.

Theresa has three adult sons who bring her a great deal of joy and laughter. She enjoys spending time hiking, cooking, dancing, fishing (especially bass fishing on hot summer nights), and cheering on the Buffalo Bills. Go Bills!