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Skills

  • Interactive employee workshops
  • Project organization
  • Cost benchmarking for plan administration
  • Automatic enrollment implementation
  • Client service and satisfaction
  • Public speaking for retirement planning
  • Plan rebalancing strategies
  • Critical thinking in retirement solutions
  • Fee reduction strategies
  • System equipment

Work Experiences

  • Provided targeted advice on issues such as applicable employment regulations, compensation strategies, and internal systems to assist businesses in modernizing antiquated or ineffective practices.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Acted as a liaison between employees and plan providers, resolving escalated claims disputes and improving participant satisfaction scores by 50%.
  • Analyzed employee demographics.
  • Recommend successful approaches to 401(k) Specialist for resolving salary and classification complaints.
  • Achieved results within 11 months.
  • Achieved company savings of $18 annually.
  • Boosted participation in 401(k) programs by 25%.
  • Transported Microsoft Excel to 18 months customer locations.
  • Answered 10 calls per one year to help customers with their questions and concerns.

Summaries

  • 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.
  • Accomplished 401K Specialist with strengths in ERISA compliance and plan audits, leading to 52% adherence to industry regulations and streamlined audit processes for 2015.
  • 401K Specialist with expertise in investment performance review.
  • Accomplished results within 2 months.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Analytical 401K Specialist entrusted with performing deep investment performance reviews and rebalancing strategies, improving overall participant outcomes by 42% over 3 plan years.
  • Aligned plan features to fit employee needs.
  • Strong project management skills and a data-driven approach characterize this decisive leader.
  • Achieved 17% accuracy in audit reporting.
  • Clear understanding of client relations and strategic planning as well as budget management training.

Accomplishments

  • Analyzed retirement plan data to recommend targeted improvements, resulting in an increase of participation by 79%.
  • Partnered with external plan administrators to implement fiduciary best practices, protecting the company from potential ERISA violations.
  • Standardized 401(k) operations across all office locations, reducing plan discrepancies by 73% in under 2 months.
  • Led quarterly 401(k) audits ensuring 100% compliance with ERISA and reducing error rates by 84%.
  • Automated compliance reporting using Jira, reducing audit preparation time by 11 hours per audit cycle.
  • Collaborated with senior management to update plan sponsorship structures, reducing total plan administration costs by 20%.
  • Reviewed and amended 401(k) plan documents, leading to a 40% reduction in administrative audits and compliance errors.
  • Provided personalized one-on-one financial consultations to over 16 employees annually, enhancing understanding of individual retirement options.
  • Reduced processing delays by integrating HubSpot for automatic plan administration updates, improving operational efficiency by 31%.
  • Streamlined the roll-out of employer matching programs, increasing employee participation by 34%.

Affiliations

  • Association of Professional Investment Consultants (APIC)
  • Retirement Plan Advisors Council (RPAC)
  • National Association of Plan Advisors (NAPA)
  • Women in Pensions Network (WiPN)
  • Enterprise Engagement Alliance (EEA) for Retirement Plans
  • Jaycees
  • Certified Financial Planner (CFP) Board Membership
  • Institute for Employee Benefit Training and Design (IEBTD)
  • Rotary International
  • Society of Women Engineers

Certifications

  • ServSafe
  • Certified Regulatory and Compliance Professional (CRCP) from FINRA
  • Tax-Exempt and Governmental Plan Consultant (TGPC)
  • Certified 401(k) Plan Specialist (C(k)P)
  • Certified Retirement Services Professional (CRSP) from the Institute of Certified Bankers
  • Certified Employee Benefit Specialist (CEBS)
  • IFEBP Certificate in Global Retirement Plan Practices
  • Chartered Financial Consultant (ChFC)
  • Accredited Retirement Plan Consultant (ARPC)
  • Qualified Pension Administrator (QPA)

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