Experience

Definiti LLC

• United States
• Financial Services
• 100 - 200 Employee

• Manager, Defined Contribution

  • Oct 2022 - Present



Advanced Plan Designs, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Oct 2017 - Jan 2023

  Springfield, MO • Scheduled and facilitated client meetings and prepared meeting agendas and minutes for client • Implemented procedures and recruited a team to distribute annual notices • Consulted with plan consultant team on issues related to IRS and ERISA compliance • Examined and developed a procedures manual for the distributions coordinator and administration staff • Consulted with ownership to evaluate employee handbook • Created and maintained a research library to allow for better… Show more • Scheduled and facilitated client meetings and prepared meeting agendas and minutes for client • Implemented procedures and recruited a team to distribute annual notices • Consulted with plan consultant team on issues related to IRS and ERISA compliance • Examined and developed a procedures manual for the distributions coordinator and administration staff • Consulted with ownership to evaluate employee handbook • Created and maintained a research library to allow for better education of the admin staff • Talked with students at local university career fairs to hire internship and plan consultant staff • Developed and maintained a New Hire Development plan for all new employees • Trained all new hires and helped them to set 90 day and 12 month goals • Conducted annual reviews for 75% of the staff • Established and project managed goals for the administration staff to provide a quantitative approach to easily track goals • Created all templates, installed all data and integrated all procedures into Pension Pro • Initiated team building activities with a weekly huddle for admin staff with an ice breaker game each week, quarterly lunches and outings • Designed, organized and conducted an annual process matters day for the staff to learn new procedures, gain knowledge of other’s roles within the company, provide insight on new legislation that would affect us for the coming year, perfect our procedures and create a team atmosphere

• Implementation Specialist

  • May 2011 - Jan 2023

  Springfield, MO In the off season, I requested tasks to expand my knowledge of the firm by taking on tasks outside my hired role. This position grew from 20% of my job duties to 60% in the first 5 years and was held concurrently with my role as senior plan consultant and operations manager. • Developed Pension Pro template for the sales and implementation process • Established an onboarding process to welcome and educate new clients to processes, procedures and document provisions • Met with… Show more In the off season, I requested tasks to expand my knowledge of the firm by taking on tasks outside my hired role. This position grew from 20% of my job duties to 60% in the first 5 years and was held concurrently with my role as senior plan consultant and operations manager. • Developed Pension Pro template for the sales and implementation process • Established an onboarding process to welcome and educate new clients to processes, procedures and document provisions • Met with potential clients to discuss proposals and next steps • Assisted in preparing proposal folders for presentation meetings • Developed and conducted a new client “Bootcamp” for an in person, small group look at their 401k plan • Coordinated, prepared and developed presentations materials for sales department • Assisted with new client proposals and data gathering

• Senior Plan Consultant

  • May 2011 - Oct 2017

  Springfield, MO In this role, I grew my caseload from 50 clients with around 2,000 participants to 80 clients with around 15,000 participants. With this growth came knowledge of audited plans and how to properly prepare a client for a 5500 audit. • Annual administration in which I was the sole contact for 80 clients, 10 of which were audited plans • Developed an auditor packet to create a seamless audit • Primary point of contact for financial advisors, auditors and clients to provide personalized… Show more In this role, I grew my caseload from 50 clients with around 2,000 participants to 80 clients with around 15,000 participants. With this growth came knowledge of audited plans and how to properly prepare a client for a 5500 audit. • Annual administration in which I was the sole contact for 80 clients, 10 of which were audited plans • Developed an auditor packet to create a seamless audit • Primary point of contact for financial advisors, auditors and clients to provide personalized consultation on their plan • Administered small cash balance/401k combos with an outsourced actuary • Built relationships with clients thru excellent communication and interpersonal skills • Prepared, reviewed and distributed QDROs • Reviewed and amended plan documents • Began training lower level skills with our internship associates • Determined lost earnings calculations and prepared Form 5330 filings



Qualified Pension Services, Inc

• Pension Consultant

  • Oct 2004 - May 2011

  Springfield, MO • Trust account reconciliation, annual reporting and government filings for 50+ clients. • Processed and analyzed ADP/ACP, 410b and Top Heavy Testing • Determined Eligibility and reviewed census data • Reviewed and analyzed vesting • Uploaded contribution deposits to fund company websites • Prepared and executed distribution paperwork for participants • Identify and resolve plan discrepancies • Calculated and prepared RMDs



Nationstar Mortgage

• Financial Services
• 700 & Above Employee

• Loan Officer

  • Jun 2004 - Oct 2004



Sutherlands

• United States
• Wholesale Building Materials
• 100 - 200 Employee

• Accounts Payable Supervisor

  • Jun 2003 - Jun 2004