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Skills

  • Account reconciliation
  • 401(k) plan management
  • Relationship development
  • Project organization
  • ERISA compliance
  • Analytical review of employee demographics
  • Pension and benefits experience
  • Plan rebalancing strategies
  • Project management for 401(k) initiatives
  • Supervision

Work Experiences

  • Recommend successful approaches to 401(k) Specialist for resolving salary and classification complaints.
  • Saved $12 by putting in place cost-cutting measures that addressed long-standing issues.
  • Analyzed employee demographics.
  • Collaborated with finance teams to perform plan cost benchmarking, uncovering opportunities to reduce annual fees by $16.
  • Collaborated with tax and legal teams.
  • Acted as a liaison between employees and plan providers.
  • Updated personnel handbooks and individual records to keep the files accurate and detailed.
  • Provided targeted advice on issues such as applicable employment regulations, compensation strategies, and internal systems to assist businesses in modernizing antiquated or ineffective practices.
  • Collaborated with HR teams on retirement planning education.
  • Answered 10 calls per one year to help customers with their questions and concerns.

Summaries

  • Addressed complex retirement planning issues.
  • Within Miscellaneous, senior 401(k) Specialist and outstanding performer in data analysis and project management.
  • Accomplished 401K Specialist.
  • Aligned plan features to fit employee needs.
  • 401K Specialist focused on employee education.
  • Strong project management skills and a data-driven approach characterize this decisive leader.
  • 51% plan engagement.
  • Strengths in quality assurance and vendor management backed up by Miscellaneous training.
  • Achieved 30% participation growth across multiple plan offerings.
  • Achieved a 42% improvement in audit accuracy.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Monitored investment performance of plan funds and provided clear, actionable recommendations for improving portfolio diversification.
  • Documented and resolved metric which led to category.
  • Promoted sustainable retirement options within the investment lineup, driving a 82% increase in green portfolio contributions.
  • Streamlined the roll-out of employer matching programs, increasing employee participation by 34%.
  • Developed and delivered tailored employee onboarding sessions for new hires, increasing early enrollment in 401(k) plans by 17%.
  • Executed strategic improvements to plan governance, including SPD updates, reducing compliance review time by 14%.
  • Introduced auto-enrollment updates, resulting in an overall participation increase by 22% across the company.
  • Automated compliance reporting using Jira, reducing audit preparation time by 11 hours per audit cycle.
  • Facilitated multiple employee workshops, increasing awareness of plan features and boosting deferral rates by an average of 46%.

Affiliations

  • Society of Women Engineers
  • ERISA Industry Committee (ERIC)
  • Association of Information Technology Professionals
  • Profit Sharing/401k Council of America (PSCA)
  • International Foundation of Employee Benefit Plans (IFEBP)
  • International Association of Administrative Professionals
  • Association of Professional Investment Consultants (APIC)
  • Project Management Institute
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Human Resource Management

Certifications

  • Principles of Retirement Planning (PRP) Certificate
  • Registered Employee Benefits Consultant (REBC)
  • ERISA Fiduciary Responsibility Certificate from American Society of Pension Professionals & Actuaries (ASPPA)
  • Certified 401(k) Plan Specialist (C(k)P)
  • Google Certified Professional Cloud Architect
  • Tax-Exempt and Governmental Plan Consultant (TGPC)
  • Certified Financial Planner (CFP)
  • Accredited Investment Fiduciary (AIF)
  • IFEBP Certificate in Global Retirement Plan Practices
  • CompTIA Network+

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