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Skills

  • Employee onboarding for 401(k) plans
  • Plan discrepancy minimization
  • Contribution limit advisement
  • Employee retirement education
  • Customer service
  • Financial plan audit execution
  • Pension and benefits experience
  • Interactive employee workshops
  • Communications
  • Public speaking for retirement planning

Work Experiences

  • Current job descriptions were created to support consistent, market-based systems.
  • Advised management on adherence to fiduciary duties, successfully avoiding any penalties during 2016 Department of Labor audit.
  • Collaborated with finance teams to perform plan cost benchmarking, uncovering opportunities to reduce annual fees by $16.
  • Contributed to 15% automatic enrollment in the 401(k) program.
  • Looked for industry trends on social media and through online sources.
  • Acted as a liaison between employees and plan providers, resolving escalated claims disputes and improving participant satisfaction scores by 50%.
  • Collaborated with tax and legal teams on 401(k) plan amendments that successfully integrated governmental regulatory updates without service disruption.
  • Avoided penalties during 2020 Department of Labor audit.
  • Advised management on fiduciary duties.
  • Recommend successful approaches to 401(k) Specialist for resolving salary and classification complaints.

Summaries

  • Achieved 77% improvement in key metrics.
  • Achieved results over 11 months.
  • Over a 6-year career, capable 401(k) Specialist with significant background in quality assurance.
  • Aligned plan features to fit employee needs.
  • Adept at managing end-to-end plan operations.
  • Analytical 401K Specialist entrusted with performing deep investment performance reviews and rebalancing strategies, improving overall participant outcomes by 42% over 3 plan years.
  • Analytical 401K Specialist, well-equipped to address complex retirement planning and regulatory compliance issues, continuously improving processes resulting in a 81% improvement in audit accuracy.
  • Achieved 17% accuracy in audit reporting.
  • Strengths in quality assurance and vendor management backed up by Miscellaneous training.
  • Achieved a 55% boost in participation.

Accomplishments

  • Reduced processing delays by integrating HubSpot for automatic plan administration updates, improving operational efficiency by 31%.
  • Updated plan features to meet the latest Department of Labor (DOL) guidelines, ensuring plan compliance with minimal disruption to participants.
  • Resolved product issue through consumer testing.
  • Led quarterly 401(k) audits ensuring 100% compliance with ERISA and reducing error rates by 84%.
  • Reviewed retirement readiness for a cross-section of employees, recommending strategy adjustments that enhanced projected retirement outcomes by 23%.
  • Implemented an internal compliance review process to ensure adherence to fiduciary responsibilities, reducing audit findings by 40%.
  • Collaborated with senior management to update plan sponsorship structures, reducing total plan administration costs by 20%.
  • Designed and implemented 401(k) plan communication strategies, boosting employee engagement and participation by 22% over 13 months.
  • Promoted sustainable retirement options within the investment lineup, driving a 82% increase in green portfolio contributions.
  • Monitored investment performance of plan funds and provided clear, actionable recommendations for improving portfolio diversification.

Affiliations

  • Project Management Institute
  • Association of Professional Investment Consultants (APIC)
  • Certified Financial Planner (CFP) Board Membership
  • Employee Benefit Research Institute (EBRI)
  • International Council of Nurses
  • Association of Information Technology Professionals
  • Retirement Plan Advisors Council (RPAC)
  • Society of Actuaries (SOA)
  • 401(k) Service Providers Association
  • Certified 401(k) Professional (C(k)P) Designation

Certifications

  • Certified Pension Consultant (CPC)
  • Certified Public Accountant
  • Apple Certified Associate (ACA)
  • Certified Regulatory and Compliance Professional (CRCP) from FINRA
  • CompTIA Network+
  • Investment Advisor Certified Compliance Professional (IACCP)
  • Corporate Retirement Director (CRD) from Morgan Stanley
  • Certified Plan Fiduciary Advisor (CPFA)
  • Registered Employee Benefits Consultant (REBC)
  • ERISA Fiduciary Responsibility Certificate from American Society of Pension Professionals & Actuaries (ASPPA)

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