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Skills

  • Multidepartment collaboration
  • Investment option analysis
  • IRS compliance
  • Discrepancy correction and recovery
  • First Aid/CPR
  • Budgets
  • Custom retirement plan solutions
  • Advisory on regulatory changes
  • Conflict resolution with service providers
  • Client relationship management

Work Experiences

  • Transported Jira to one year customer locations.
  • Completed the project 18 months ahead of schedule.
  • Created compliance training materials for HR partners that increased plan audit success rates by 19%.
  • Cut lead times by 38%.
  • Collaborated with teams to manage a portfolio of $15 in retirement assets.
  • Collaborated with HR departments to create retirement plan orientations, which resulted in a 70% increase in employee engagement.
  • Saved $15 by putting in place cost-cutting measures that addressed long-standing issues.
  • Conducted quarterly audits of plan data.
  • Created compliance training materials for HR partners.
  • Recommended and implemented pricing policies for initiative, process, and initiative products.

Summaries

  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Data-driven Retirement Plan Administrator with a strong focus on maintaining Plan integrity and accuracy, utilizing routine plan audits to address and correct discrepancies.
  • Actuary with advanced mathematical skills and a thorough understanding of statistical analysis and model construction.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Consistently identified higher-yield fund options.
  • Within Miscellaneous, senior Retirement Plan Administrator and outstanding performer in risk assessment and vendor management.
  • Creates accurate and timely plan reporting documentation.
  • Consistently demonstrated exceptional accuracy in handling both plan terminations and rollovers for 9+ employees, ensuring regulatory compliance and reducing response times by 15%.
  • Conducted thorough IRS reporting.
  • Committed to ensuring full plan compliance through yearly audits that consistently recovered discrepancies worth $7 in missed contributions.

Accomplishments

  • Worked closely with investment advisors to revise plan asset allocations, which resulted in a 17% improvement in long-term plan performance.
  • Implemented a cross-departmental audit of plan fees, which identified savings of $8 annually by renegotiating service agreements.
  • Key contributor to improving customer experience by reducing participant inquiries by 79% through effective communication and proactive outreach.
  • Spearheaded the automation of plan eligibility tracking, reducing manual data entry and cutting processing time by 62%.
  • Negotiated new service agreements for plan recordkeeping services, securing a reduction in fees by 6 while enhancing service quality.
  • Coordinated with human resources to revise the plan's eligibility structure, leading to 2 in cost savings while still maintaining competitive benefits.
  • Developed an employee engagement program that boosted retirement plan participation by 47% within two years.
  • Authored a comprehensive retirement plan manual for internal use, which improved onboarding of new team members and reduced training time by 27%.
  • Initiated catch-up contribution campaigns for employees aged 50+, leading to a 22% utilization increase of catch-up provisions.
  • Mentored a junior team of 16 in pension plan administration, improving accuracy and productivity of the team by 23%.

Affiliations

  • Project Management Institute
  • Collaborator with the American Benefits Council (ABC)
  • Attendee of Department of Labor (DOL) Fiduciary Standards Seminar 2016
  • Freemason
  • International Council of Nurses
  • American Marketing Association
  • Affiliation with Financial Services Institute (FSI) for retirement plan administration
  • Fiduciary Responsibility Workshop 2022 - Certified
  • Participant in Employee Benefits Research Institute (EBRI) initiatives
  • National Conference on Public Employee Retirement Systems (NCPERS) attendee

Certifications

  • Apple Certified Associate (ACA)
  • Qualified 401(k) Administrator (QKA) – American Society of Pension Professionals & Actuaries (ASPPA)
  • Project Management Professional (PMP)
  • Certified Public Accountant
  • SHRM Certified Professional (SHRM-CP)
  • Certified Plan Fiduciary Advisor (CPFA) - National Association of Plan Advisors (NAPA)
  • Certified Retirement Services Professional (CRSP) - American Bankers Association (ABA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Global Pension Plan Management Certificate - International Employee Benefits Association (IEBA)
  • CompTIA Security+

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