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
Teamwork
Multi-tasking
Problem Resolution
Time Management
Adaptability
Excellent Internal and external customer relations
Proficient in Microsoft Office
Strong communications skills
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
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
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
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
Degrees
- Bachelor of Science
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