Naomi Hall joined Indiana Trust Wealth Management as Vice President, Director of Retirement Plan Services, in October 2020, with more than 23 years’ experience in business retirement plan administration. Naomi leans on her experience with ERISA compliance and plan administration to deliver the full suite of Indiana Trust retirement plan services to her clients, ensuring they have the most effective plan design for their company and their employees.
Prior to joining Indiana Trust, Naomi held various client-facing roles in the retirement division of a large mutual fund company, where she worked with their largest and most complex Retirement Plan Services clients with both qualified and non-qualified plan types. Most recently, Naomi worked as a Wealth Advisor in the Retirement Plan Services division of a regional bank where she managed small business retirement plans.
After graduating from the University of East Anglia, in Norwich, UK, with a Bachelor of Arts degree in American and English History, Naomi attained the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
In our community, Naomi serves as Treasurer for the Friends of WVPE Board and enjoys volunteering with local charitable organizations including Habitat for Humanity and Cultivate. She is also a graduate of Leadership South Bend/Mishawaka Class 48, a development program based on the servant leadership model.