Experience

AimPoint Pension

• Financial Services
• 1 - 100 Employee

• Defined Benefit Administration Manager

  • Jan 2022 - Present

  • Build a supportive and reliable environment – focusing on both individual and team growth.• Coordinate processes and procedures with other managers to provide consistent services.• Monitor and assess workflow of other DB consultants while providing periodic feedback.• Participate heavily in the hiring and interviewing process while evaluating candidates.• Mentor new DB consultants on our procedures and systems to optimize productivity.• Serve as defined benefit expert to internal departments and external clients.• Mitigate future liability by being hands-on in the sales process.• Review work of other DB consultants for quality assurance.• Handle a moderate book of business as a DB consultant. Show less

• Defined Benefit Plan Specialist

  • Oct 2020 - Jan 2022

  • Work closely with clients and their financial professionals to ensure the needs of the client are met.• Upkeep knowledge in retirement plans to ensure compliance with current laws and regulations.• Perform regular cybersecurity training to warrant secure practices and upkeep our clients’ data.• Prepare valuations and compliance testing pursuant to ERISA guidelines and IRS procedures.• Produce necessary government filings pursuant to IRS/DOL guidelines and requirements.• Analyze plan documents and upkeep plan provisions in pension administration modules.• Provide a proactive consultative approach to promote client retention and growth.• Process terminations for retirement plans – including PBGC standard terminations.• Design and execute preliminary proposal illustrations for prospective clients.• Develop various PBGC filings and notices. Show less



NPPG

• United States
• Financial Services
• 1 - 100 Employee

• Junior Actuary

  • 2016 - Oct 2020

  • Prepare annual valuations and government forms pursuant to all ERISA, IRS and DOL guidelines. • Perform preliminary contribution illustrations and assemble plan documents for new DB clients. • Train new DB consultants on our processes and procedures for performance optimization. • Create PBGC Comprehensive Premium Filings on behalf of clients. • Manage and maintain our firm’s recordkeeper user management. • Prepare, assess, and process benefit distributions. • Reconcile assets of DB and DC Trust accounts. Show less