Kristi Sweeney, QKA
Relationship Manager at EPIC Advisors, Inc.- Claim this Profile
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Bio
Daniel St. Andre
I'm grateful to have Kristi as a client and partner. She's a reliable and knowledgeable leader, who excellently manages both people and relationship. I would heartily recommend her.
Daniel St. Andre
I'm grateful to have Kristi as a client and partner. She's a reliable and knowledgeable leader, who excellently manages both people and relationship. I would heartily recommend her.
Daniel St. Andre
I'm grateful to have Kristi as a client and partner. She's a reliable and knowledgeable leader, who excellently manages both people and relationship. I would heartily recommend her.
Daniel St. Andre
I'm grateful to have Kristi as a client and partner. She's a reliable and knowledgeable leader, who excellently manages both people and relationship. I would heartily recommend her.
Experience
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EPIC Retirement Plan Services
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United States
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Financial Services
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100 - 200 Employee
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Relationship Manager
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Jul 2011 - Present
Responsible for providing consultation and expert advice to clients to ensure retirement plans are administered in compliance with plan provisions and current pension laws and regulations. Responsible for overall ownership of client experience. Manage communications and facilitate relationship building between all partners (banking institutions, trading partners, trust system, custodians, plan sponsors).
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Client Service Specialist
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Feb 2010 - Aug 2011
Provide client education and daily recordkeeping duties for retirement plans of all sizes. Assist with new plan conversions, plan document management, quarterly statement processing, year end compliance testing, Form 5500 filing, and monitoring of cash receipts and disbursements. Monitor and ensure that all services are delivered to customers within EPIC’s documented service standards.
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Paychex
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United States
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Human Resources Services
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700 & Above Employee
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401(k) Conversion Supervisor
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Apr 2008 - Feb 2010
Supervised 8 direct reports responsible for the timely and accurate set up of new 401(k) plan conversions. Direct reports had varying degrees of experience and responsibility. Recruit, hire and evaluate personnel. Follow through on high impact issues regarding 401(k) plan conversions. Represent the department on high exposure projects and provide technical expertise to business partners.
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401(k) Product Operations Analyst
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Aug 2000 - Apr 2008
Created, compiled, and analyzed key indicator statistics for the 401(k) product operations department. Provided analysis to leadership teams with recommendations on enhanced controls and process efficiency solutions, both system and procedural. Provided independent decision making ability to resolve complex issues using advanced technical knowledge and experience. Represented the department on high profile teams and projects related to technology and legal concerns to ensure that the department goals and needs were met. Show less
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Education
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1996 - 2000
SUNY Geneseo
Bachelor of Science, Business Management
Community
