Aaron Smith Email & Phone Number

United States

Indianapolis, Indiana, United States

Promotion to new role

Indianapolis, Indiana Area

• Direct contact for Plan Administrators and Trustees for over 100+ 401(k) Plans at Paychex.• Responsible for managing over $176 million dollars in total assets.• Coordinate with multiple departments in Paychex to insure the smooth operation of 401(k) Plans and overall client satisfaction.• Review Plan specifications and work with Plan Administrators to suggest improvements to their company’s 401(k) Plan.• Troubleshoot and resolve any compliance issues during day to day operations.• Assist Financial Advisors of Paychex clients to educate participants and assist clients with managing fund lineups• Department representative on major 5500 web design project• Two time Quarterly Excellence award winner for the design and automation of reports to assist Platinum Account representatives with various auditors.• Completion of QKA designation for ASPPA.• Mentor and resource for junior Platinum Associates

• Managed the day to day operations of the State of Hawaii Retirement Savings Plan. • Responsible for the management of $4 billion dollars in assets and the records of over 18,000 participants.• Supervisor for a team of 2 employees• Direct contact for both Hawaii Board Members, as well as CitiStreet Local Office on Oahu.• Project manager for various audits conducted on the State of Hawaii Retirement plan• Worked with various departments within CitiStreet to set-up and maintain data file transmissions with various Hawaii agencies. • Responsible for coordinating Quarterly Board Meetings.• Assisted in various Enrollment workshops on Oahu and Maui.• Responsible for creation and maintenance of procedures within department.• Financial reconciliation of day to day activity and transactions.

• Responsible for Year End Compliance Testing for both the Citigroup 401(k) Plan and Citigroup Puerto Rico 401(k)Plan• Managed the maintenance and clean –up of more than 45,000 participants in both 401(k) Plans.• Main contact for Year End audits conducted by KPMG.• Responsible for the calculation of Year End Match calculation for both 401(k) Plans.• Managed the day to day operation of the Citigroup Deferred Compensation Plan• Responsible for yearly tracking and calculation of all Required Minimum Distributions within the Citigroup 401(k) Plan.• Maintained all yearly Compliance notices and worked with Citigroup contacts to insure timely mailing.