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Skills

  • Financial goal setting for retirement
  • Client portfolio management
  • Improving user experience for retirement plans
  • Procedure equipment
  • Investment planning
  • Tax law expertise
  • Conducting financial audits
  • Education funds
  • Cross-departmental collaboration
  • Budgets

Work Experiences

  • Achieved a Excellence Award for best performance.
  • Advised over 2 clients on tailoring retirement strategies based on individual risk tolerance and financial goals, resulting in strong long-term client relationships.
  • Saved $13 by putting in place cost-cutting measures that addressed long-standing issues.
  • Adjusted contributions across multi-employer plans.
  • Adjusted retirement plan investment portfolios.
  • Transported ServiceNow to several months customer locations.
  • Aligned with company-wide goals on corporate responsibility.
  • Based strategies on client age and risk tolerance.
  • Collaborated with senior management.
  • Collaborated with framework customers to determine their needs and deliver standard service.

Summaries

  • Achieved a 81% participation increase.
  • Achieved a $6 cost reduction.
  • Costs were consistently reduced while profits were increased.
  • Collaborated with senior management in quarterly retirement fund reviews.
  • Cut reporting time by 18 hours per week.
  • Collaborated with third-party administrators.
  • Converted 5 legacy plans into modern structures.
  • Contributed to a 27% boost in employee engagement.
  • Dedicated Retirement Plan Specialist recognized for building internal communication strategies around retirement benefits, contributing to a 54% boost in employee engagement.
  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.

Accomplishments

  • Developed comprehensive retirement plan documentation, ensuring compliance with both IRS and DOL regulations, resulting in zero audit findings.
  • Optimized contributions matching strategy, which contributed to increased employee satisfaction scores by 38% in annual surveys.
  • Created and delivered retirement plan training seminars, leading to a 34% increase in understanding and employee engagement with 401(k)/403(b) contributions.
  • Coordinated annual open enrollment sessions across 2 locations, leading to a 51% increase in enrollment for voluntary retirement contributions.
  • Generated year-over-year cost savings of $11 by restructuring vendor contracts for 403(b) and 457(b) plans, without a decline in service quality.
  • Organized regular retirement plan webinars for employees, leading to a 30% increase in overall retirement literacy amongst staff.
  • Led the successful conversion and compliance updating of 18 legacy retirement plans, aligning them with the most recent government regulations.
  • Provided individual counseling sessions on retirement planning for 12 employees, resulting in 16% improvement in personalized retirement outcomes.
  • Implemented tax-savvy retirement account strategies, contributing to the annual tax savings of $2 across 8 retirement accounts.
  • Documented and resolved method which led to procedure.

Affiliations

  • American Medical Informatics Association
  • Employee Benefit Research Institute (EBRI)
  • ERISA Industry Committee (ERIC)
  • American Marketing Association
  • National Association of Government Defined Contribution Administrators (NAGDCA)
  • National Association of Professional Financial Advisors (NAPFA)
  • National Institute on Retirement Security (NIRS)
  • Financial Planning Association (FPA)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Investment Management Consultants Association (IMCA)

Certifications

  • Certified Benefits Specialist (CBS)
  • 401(k) Fiduciary Essentials Certificate
  • CompTIA A+ Technician
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Certified Financial Planner (CFP)
  • Project Management Professional (PMP)
  • First Aid/CPR Certified
  • Cisco Certified Internetwork Expert (CCIE)
  • NIPA Accredited Pension Administrator (APA)

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