Client Experience Training Lead

• Dec 2021 - Present

Senior 401k Plan Administrator

• Jul 2013 - Dec 2021

Benefits Administrator

• Feb 2016 - Jun 2017

401k Guide

• Jul 2010 - Jul 2013

401(k) Administrator

• Nov 2005 - Nov 2009

Full service 401(k) administrator starting with payroll period tasks such as depositing contribution checks with vendors and transmitting breakdowns for the money to annual compliance activities. On an annual basis, these included collecting required documentation, creating trust accounting, running all compliance testing and communicating the information to plan sponsors. Full service 401(k) administrator starting with payroll period tasks such as depositing contribution checks with vendors and transmitting breakdowns for the money to annual compliance activities. On an annual basis, these included collecting required documentation, creating trust accounting, running all compliance testing and communicating the information to plan sponsors.

401(k) Associate

• Aug 2003 - Feb 2005

Responsible for full transaction processing for a book of clients. Later to include contribution processing for all 401(k) clients. Other duties included money market reconciliation, trade submissions and client contact. Responsible for full transaction processing for a book of clients. Later to include contribution processing for all 401(k) clients. Other duties included money market reconciliation, trade submissions and client contact.