Experience

Definiti LLC

• United States
• Financial Services
• 100 - 200 Employee

• Senior Recordkeeping Account Manager

  • Mar 2020 - Present



Alight Solutions

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Defined Contribution Client Specialist

  • Jan 2019 - Feb 2020



RHI (Retirement Horizons, Inc.)

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Mar 2016 - Jan 2019

  Responsible for daily reconciliation of cash account at the trust for 30+ plans, processing of all payrolls, rollovers, and distributions requests, including final and partial distributions, In-Services, Hardships, loan distributions and payments/payoffs, and RMD’s. Entered payment instructions for distribution requests on trust websites and worked directly with trust company account contacts to resolve any participant issues. Prepared QDRO calculations and issued 402g refunds. Responsible for preparing audit reports for plans, Form 5500 and Form 8955-SSA, quarterly reporting and review of plan statements before releasing to participants. Client communication through phone conference and email correspondence. Provided training to new colleagues on processing procedures and company software. Show less



The Fowler Law Firm

• Conroe, Texas

• Paralegal/Billing Administrator

  • Sep 1995 - Mar 2016