Allison Meyer Email & Phone Number

Detroit, MI, US

East Lansing, MI

• Successfully transitioned the education team from local to national markets along with implementing efficiencies to drive accelerated growth and maximize market share.
• Managed forecasting and analysis of current performance, identifying trends and establishing expectations across teams to ensure successful outcomes and mission alignment.

East Lansing, MI

• Served in the Plan Services Manager and Client Services Manager roles concurrently, overseeing the compliance team and addressing performance issues to initiative corrective action and ensure top quality.
• Drove continuous improvement (CI) initiatives by leveraging technology to increase efficiencies including substantially reducing turnaround and implementing peer reviews.

East Lansing, MI

• Owned and effectively managed key relationships for retirement plans exceeding billions of dollars in assets and spanning thousands of participants, driving organizational development and enhancing customer satisfaction.
• Led seven Retirement Relationship Managers, eight Retirement Account Administrators, and two Retirement Account Analysts across two offices to ensure top-tier performance.
• Partnered with a consultant and conducted a detailed fee analysis, reorganizing pricing structures in accordance with market standards while training stakeholders for rollout to enhance profit margins.
• Directed an invoice vendor transition involving the selection, design, requirements, training, and implementation to facilitate a successful integration.
• Performed gap analysis and managed necessary reporting for real acquired companies, along with communicating with company officers to develop and sustain successful partnerships.
• Continually drove compliance and procedural efficiency by coordinating with management to enhance current processes and assisting internal and external audits, IRS, and DOL audits.

East Lansing, MI

• Managed the Daily Valuation department with oversight of three individuals to support product development and implementation, reduce trading errors, and maximize productivity.
• Designed several key process improvements to drive efficiency such as electronic statements, reducing trading errors to less than 0.1% of total assets, paperless workflows, and automated fee processing.
• Built, managed, and negotiated integral relationships with both custodian and trust companies to maintain key strategic partnerships and promote mission alignment.
• Developed, documented, and enforced internal audit requirements, including preparing and integrating SSAE-16 procedures to ensure compliance with all protocols and regulatory requirements.
• Coordinated with core decision makers internally, generating an executive-level management report to inform business direction and strategic planning.
• Maintained technical functionality by organizing website upgrades along with testing and implementing recordkeeping software to bolster efficiency.

East Lansing, MI

• Spearheaded a full restructure of accounting and financial processes by implementing standard operating procedures and necessary software to ensure fiscal accuracy and efficient recordkeeping.
• Oversaw core functions including managing staff performance and improvements, along with monitoring building reporting resources to maintain and track operating budgets.
• Coordinated cross-functionally with involved stakeholders to design and implement a marketing structure for a digital satellite provider.
• Managed four satellite installers, technicians, and outbound sales representatives, ensuring effective completion of daily responsibilities to drive productivity and organizational success.
• Constantly monitored standard operating procedures and internal policies, performing gap analysis to ensure productive workflow and mitigate any potential risk.