Sr. Client Services Specialist

• Sep 2020 - Present

Plan Implementation Consultant

• Nov 2018 - Sep 2020

Retirement Plan Administrator

• Aug 2015 - Nov 2018

•Increase plan participation through employee education meetings. •Prepare and conduct group and one on one enrollment meetings. •Assist plan sponsor in contribution uploads. •Communicate with sponsors on a daily basis via email, phone and office visits. •Communicate with plan participants about plan provisions. •Work with plan sponsors during year end testing to ensure accurate data is received timely. •Work with plan sponsors to ensure audit packages are prepared and provided in time for the Form 5500 filing. •Primary contact for plan sponsors. Show less

Conversion Specialist

• Mar 2011 - Aug 2015

•Manage the installation of 30-60 plans at a time. •Work closely with Plan Sponsors, TPA’s and Advisors in designing a retirement plan that fits the need of the company while building and maintaining relationships. •Read and interpret plan document provisions under Section 401(a) of the IRC and the provisions under ERISA and PPA. •Communicate and manage internal and external implementation requirements to ensure a smooth and timely conversion/startup process. •Coordinate/assist with blackout notices, participant fee disclosure notices, census data files, plan provisions. •Perform data entry to enroll clients and employees in our computer system. Complete plan establishment on all databases. •Train clients on contribution upload process using the Data Validation Center. •Respond to client requests, issues, and/or problems promptly, efficiently and effectively. •Effective time management and organization skills in a fast-paced, demanding environment. Work independently with minimal supervision. Show less