Retirement Plan Consultant

• Oct 2018 - Present

Pension Administrator

• Sep 2015 - Present

Pension Administrator

• Apr 2012 - Aug 2015

- Document Changes, setting up of new documents for 401(k) plans. - Loan Processing - Distribution Processing - Advising clients of options for plan compliance - ensuring compliance of documents - setting up meetings for advisors - preparing documents, rate of return for advisor - advising participants of options for distributions - Document Changes, setting up of new documents for 401(k) plans. - Loan Processing - Distribution Processing - Advising clients of options for plan compliance - ensuring compliance of documents - setting up meetings for advisors - preparing documents, rate of return for advisor - advising participants of options for distributions

Relationship Manager

• Nov 2006 - Sep 2011

Work with business professionals looking to expand their retirement, COBRA and Advisory opportunities for their employees. Meet with trustees to find the perfect plan for their company based on company needs and goals. Identify and resolve service issues surrounding plans. Keep trustees and business owners updated on all current, past and future regulations. Develop lasting relationships between owners and advisors holding between 10 thousand and 2 million dollars. Work with business professionals looking to expand their retirement, COBRA and Advisory opportunities for their employees. Meet with trustees to find the perfect plan for their company based on company needs and goals. Identify and resolve service issues surrounding plans. Keep trustees and business owners updated on all current, past and future regulations. Develop lasting relationships between owners and advisors holding between 10 thousand and 2 million dollars.

Pension Benefit Consultant

• Jun 2003 - Nov 2006

Identified and resolved issues regarding web-site operations that impacted customer accessibility Conducted follow-up to ensure that all updates were completed in a timely manner. Demonstrated to phone customers the most effective way to navigate features and tools. Created and presented one-on-one training on 401(k) product processing systems & notifications to new and existing employees. Interpreted plan documents involving specifications and requirements. Identified and resolved issues regarding web-site operations that impacted customer accessibility Conducted follow-up to ensure that all updates were completed in a timely manner. Demonstrated to phone customers the most effective way to navigate features and tools. Created and presented one-on-one training on 401(k) product processing systems & notifications to new and existing employees. Interpreted plan documents involving specifications and requirements.