(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Began my career in the Retirement Plan administration in 1998 and since have become a Retirement Plan Program Manager for a 1.7 billion dollar company in 2020. My ability to learn and work with internal and external partners has helped me grow and become an expert in Retirement Plans. I have experience and knowledge in both the record-keeping side and the client side of the business. I worked with some very large plans such as GM, Comcast, AT&T and Raytheon. I am an expert in complex plans such as programs with various company match and vesting formulas. At this time i am functioning as the sole administrator for 3 plans at Fujitsu. I am the Plan Program Manager and analyst. I take care of the day to day functions of the Plan ans well as the managerial duties and Fiduciary functions of 3 company sponsored plans.


    Excellent Attention to detail

    Leadership Skills



    Problem Resolution

    Time Management


    Excellent Internal and external customer relations

    Proficient in Microsoft Office

    Strong communications skills

Southern New Hampshire University Hooksett, NH Expected in Bachelor of Science : Marketing - GPA :
Work History
First Bank And Trust - Retirement Services Program Manager
California, MD, 09/2020 - Current

Manage 3 plans with over 1.7 billion dollars in assets

Plan Fiduciary

Responsible for the overall operations and administration of 3 plans which includes the 401(k) Plan, Pre-409(a) Plan and 409(a) Deferred Compensation Plan

Proficient in ERISA and DOL regulations

Complies with Legislative updates; implement changes as needed to ensure compliance with ERISA guidelines

Completes and Files annual ERISA audit

Compiles data for Non-Discrimination Testing; approves and communicates failures and adjustments

Works directly with the Plan's recordkeeper

Work with HR business partners on Plan related matters which includes spinoffs, mergers and acquisitions.

Creates Plan communications for active and terminated employees

Responsible for Plan's budget; Plan expenses and forfeiture account management.

Monitors Plan headcount to ensure plan does not fall within the partial plan termination guidelines.

Work with Investment Consultant on the Plans investments and fees

Work with Senior VP and Directors on Plan fee structuring; Investment changes and divisional billing for retirement plan services.

Conducts RFP and RFI for both recordkeeper and investment consultants

Reviews Plan documents, amendments and SMM's

Work on Mergers and Acquisitions; Board Resolution and changes

Works directly with outside legal on plan related matters

Fujitsu Technology And Business Of America Inc. - Senior Retirement Analyst
City, STATE, 10/2011 - 08/2020

Lead on annual ERISA audit

Manage over 400 million in contributions

Responsible to keep the Plan in compliance with IRS and DOL
Works directly with plan record-keeper on all Plan operations

Worked with HR business partners on Plan and participant related issues
Responsible for all 401(k) financial requirements

Reviews and approved all company match calculations for accuracy

Identifies and process account correction and research root cause to minimize/eliminate corrections
Worked with record-keeper with non-discrimination testing, reviews and approves all corrections and excess/adjustments

Performs all internal Plan audits (Financial and participant data) Including 415 and 402g limit checks

Reviews participant calls and provides feedback to participant service center to ensure positive experience for each and every

Fujitsu Technology And Business Of America Inc. - Retirement Plan Specialist
City, STATE, 08/2007 - 10/2011

Overall administration of the 401(k) Plan

Assisted Retirement Manager and Director on day to day administration of the Plan

Created New Hire information for Plan participants

Approved match calculations from recordkeeper

responsible for timely remittance of employee and employer contributions

Audit of Indicative data information for shell accounts

Internal financial audit to ensure Plan compliance

Assisted in M&A projects

Responded to employees plan related inquiries

Attended RFP and RFI meetings for both Plan Recordkeeper and Investment Consultants

Fidelity Investments - Service Delivery/Operations Delivery Leader
City, STATE, 09/1998 - 08/2007

Service Delivery for single and multi practice clients

Active role in the implementation of Comcast, Washington Mutual, General Motors, and Bank Of America

Partnered with Service Delivery University to create specific training for large clients and new hires nationally

Work with IT to develop and update necessary record-keeping functions and messages for the CSS associates to assist with calls

Work directly with the client on service issues

Extensive communication among various business units to produce clear information regarding plan policies, events and changes

Responsible for timely delivery of operational processes and plan specific requirements
Research and resolves escalated operational issues

Act as a plan expert on plan specific policies and operational processes

Serves as a contact for clients regarding plan specific processes and procedures

Work with internal partners and outside vendors

Act as a partner with the plan's Communication Consultant to prepare communication materials

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School Attended

  • Southern New Hampshire University

Job Titles Held:

  • Retirement Services Program Manager
  • Senior Retirement Analyst
  • Retirement Plan Specialist
  • Service Delivery/Operations Delivery Leader


  • Bachelor of Science

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