401(K) Plan Administrator Resume Example Plantech LLP

401(K) PLAN ADMINISTRATOR

Summary

Dynamic finance professional with a strong background in customer service sales. Successful at managing multiple assignments while meeting tight deadlines. Solid team player who offers a positive and cooperative attitude.

Highlights

Superior communication skills
MS Office proficient
Effective team player
Superior organization skills

Sharp problem solver
Energetic work attitude
Customer service expert
Goal-oriented

Accomplishments

Chosen to participate in the 2008 Key Contributor Award Program, which is a highly selective program rewarded to outstanding performers who are making critical contributions to Charles Schwab's current and future success.

Contributed to a 50% increase in company sales over the last four months while working at Alphagraphics in 2006 through cold calling and business to business sales.

Experience

401(k) Plan Administrator
May 2011 to CurrentPlanTech LLP － Birmingham, AL

Assists in developing and launching new retirement plans for clients as well as converting existing retirement plans from prior TPA's.
Manages a wide variety of retirement plans through maintaining direct contact with clients, investment institutions and plan attorneys to implement plan requirements and to oversee the day-to-day operations of each plan.
Administers participant record keeping such as eligibility for participants, vesting updates, account balances, trust reconciliation, plan allocation, contribution calculation, plan terminations, Form 5500 filings and Compliance work for ADP/ACP, Top Heavy, 415, and 410b.

Client Service Specialist
January 2007 to May 2011Charles Schwab Company － Austin, Texas

Worked with clients and internal departments to ensure timely and effective daily plan administration while offering best practice solutions to plan sponsors to continually improve day to day operations
Served as the liaison between Client Service Managers and clients, overseeing day to day plan operations by coordinating and fulfilling administrative duties such as plan design and investment changes
Reconciled trust and disbursement bank accounts as well as share positions through multiple fund houses
Monitored the timely receipt of employer payroll files along with contribution processing
Managed the settlement an cash movement through multiple bank accounts and processes any trade error corrections
Prepared quarterly valuation folders used to issue participant financial statements Maintained strong relationships with existing clients and internal departments Chosen to participate in the 2008 Key Contributor Award Program, which is a highly selective program rewarded to outstanding performers who are.

Customer Service Representative
October 2005 to January 2007Alphagraphics － Austin, Texas

Assisted customers with new orders, estimates, and proofs.
Cold called new prospects to generate more business.
Kept relationships strong with existing clients to maintain customer satisfaction.
Contributed to significant increase in company sales over the last four months.

Internship
July 2003 to November 2003Morgan Keegan － Tuscaloosa, Alabama

Assisted Brokers in daily tasks and office operations.
Designed spreadsheets for client information.
Reviewed and analyzed current market trends and discussed findings with brokers.

Education

Bachelor of Science Degree : Financial Planning, 2005University of Alabama － Tuscaloosa, AL

Additional Information

PROFESSIONAL ORGANIZATION'S & CIVIC AFFILIATIONS
Zeta Beta Tau Fraternity Brotherhood Development Diretor
Financial Planning Association University of Alabama
Habitat for Humanity four years
Dream Street Counselor for handicapped children at Jacobs Camp Soup Kitchen Volunteer
E Pluribus Unum Interfaith Conference in Washington D.C. to promote diversity
Basketball Coordinator at the Jewish Community Center in Austin

Resume Overview

Companies Worked For:

PlanTech LLP
Charles Schwab Company
Alphagraphics
Morgan Keegan

School Attended

University of Alabama

Job Titles Held:

401(k) Plan Administrator
Client Service Specialist
Customer Service Representative
Internship

Degrees

Bachelor of Science Degree : Financial Planning , 2005

401(k) Plan Administrator Resume Example

Resume Score: 80%

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