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Skills

  • Regulatory compliance
  • First Aid/CPR
  • Effective Communication with Stakeholders
  • Workflow Optimization
  • Problem-solving under pressure
  • Process automation implementation
  • Supervision
  • Cost savings analysis
  • Project organization
  • KPI Tracking and Reporting

Work Experiences

  • Achieved zero significant findings.
  • Collaborated with cross-functional teams.
  • Achieved success in a competitive market.
  • Achieved this for 2019.
  • Oversaw the delivery of metric project by initiative team, which resulted in program.
  • Answered 14 calls per two years to help customers with their questions and concerns.
  • Analyzed financial performance of retirement plans and presented reports to key stakeholders, increasing transparency and trust.
  • Communicated benefits effectively.
  • Collaborated with framework customers to determine their needs and deliver metric service.
  • Achieved recognition as Outstanding Service Award.

Summaries

  • Advised corporations on best practices.
  • As a skilled Retirement Plan Analyst, I have consistently delivered cost savings of 75% by automating key transactional workflows, while ensuring DOL and ERISA compliance.
  • Conducted non-discrimination testing.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Driven Retirement Plan Analyst instrumental in the selection of QuickBooks providers, achieving a reduction in management fees by 41%. Highly skilled in conducting cost-benefit analyses.
  • Achieved cost savings of up to 80% through strategic negotiation.
  • Accomplished Retirement Plan Analyst.
  • Retirement Plan Analyst with 5 years of successful client relations and strategic planning experience.
  • Delivered cost savings of 21% %.
  • Automated key transactional workflows.

Accomplishments

  • Customized plan illustrations and analyses for clients, resulting in more tailored plan designs and higher participant satisfaction.
  • Implemented employee education programs that boosted participation in voluntary benefits by 15%.
  • Negotiated service agreements with plan recordkeepers, resulting in cost savings of $9 and improved service delivery.
  • Drove a comprehensive re-enrollment campaign that resulted in 82% increase in employee participation rates, particularly in underrepresented groups.
  • Provided customized retirement plan reports from initiative, enhancing client decision-making through clear, data-driven insights.
  • Successfully transitioned 9 employer-sponsored retirement plans to new platforms, optimizing cost efficiency and improving participant satisfaction by 22%.
  • Resolved product issue through consumer testing.
  • Collaborated with HR and legal teams to update and ensure plan documents adhered to IRS, DOL, and ERISA regulatory requirements.
  • Analyzed client plan data to identify underutilized plan features and successfully increased feature adoption by 29% through targeted educational campaigns.
  • Reviewed investment options and suggested modifications which yielded a 47% improvement in overall portfolio performance.

Affiliations

  • National Underwriter Company (NUCO) Conferences
  • National Association of Government Defined Contribution Administrators (NAGDCA)
  • Rotary International
  • Lions Club
  • Association for Computing Machinery
  • Investment Management Consultants Association (IMCA)
  • Society of Human Resource Management
  • Private Directors Association – Retirement Plan Section
  • ERISA Industry Committee (ERIC)
  • International Council of Nurses

Certifications

  • Certificate in Qualified Plan Compliance and Design - Meridian
  • Chartered Financial Analyst (CFA)
  • Advanced Plan Design Charitable and Nonprofit Plans - Harbor & Co.
  • Salesforce
  • Certified Trust and Fiduciary Advisor (CTFA)
  • IRS Enrolled Agent (EA)
  • Enrolled Retirement Plan Agent (ERPA)
  • Certified Pension Consultant (CPC)
  • IRS/Government/Regulatory Compliance Certification for Plans - Brightline
  • Fundamentals of Behavioral Finance in Retirement Planning - Northwind

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