Experience

LT Trust

• United States
• Financial Services
• 1 - 100 Employee

• Payroll Implementation Manager

  • May 2020 - Present

  Remote • Coordinated payroll integration, automation, and Assisted Payroll functions for all new plans and any existing plan that may want to convert. • Work with the DIY client to troubleshoot any payroll setup issue and walk them through the first payroll to ensure that the process is smooth with no errors. • Process payrolls for those hard to handle plans. • Works closely with the conversion managers, relationship managers and sales team members

• Conversion Analysts

  • Jan 2017 - May 2020

  Remote • Set up all new plans onto the Relius System and Matrix • Converts client data from prior recordkeeper into LT data base. • Making sure that the source allocations are correct. • Fund Mapping • Works with various file types: excel, PDF, text, and comma delimited files. • Works with Relationship Managers/Prior Recordkeeper to resolve any issues.

• Relationship Manager/Pension Administrator

  • May 2000 - Dec 2016

  • Manages a case load of Daily 401(k), Profit Sharing, 403(b) and Safe Harbor Retirement Plans ranging from 1 to 1000 participants with assets up to 20 million. • Administration and Recordkeeping functions including; deposit reconciliations, allocations, quarterly valuation reports, participant statements, loans, distributions, payroll processing and eligibility calculations. • Reconciliations, completing the Tax Form 5500 and seeing that it's accepted by the DOL, • Gathers the year… Show more • Manages a case load of Daily 401(k), Profit Sharing, 403(b) and Safe Harbor Retirement Plans ranging from 1 to 1000 participants with assets up to 20 million. • Administration and Recordkeeping functions including; deposit reconciliations, allocations, quarterly valuation reports, participant statements, loans, distributions, payroll processing and eligibility calculations. • Reconciliations, completing the Tax Form 5500 and seeing that it's accepted by the DOL, • Gathers the year end census information from plan sponsors and performs all compliance testing such as ADP/ACP, Top-Heavy, 415, 410(b), 404(c) and 402(g). • Corresponds with Plan Sponsors, Participants, Brokers and Financial Advisor's via phone and email. • Conducts enrollment meetings as needed. • Educate Plan Sponsors how to upload payroll information into the Data Validation Center for payroll processing, how to navigate the website for the participant/sponsor web. • Supervises the work of two processors.



Companies of Becker and Suffern

• Pension Administrator

  • Jul 1998 - Apr 2000

  Mandeville, Louisiana, United States • Managed a case load 65 balance forward plans consisting of Profit Sharing and Money Purchase Plans with 1 to 100 participants with assets up to 5 million. • Handled client and participant communication, trust accounting, eligibility calculations, year-end valuation reporting and participant statements, distributions, compliance testing and reconciling/completing the tax form 5500.