Anna Babbitt Email & Phone Number

North Carolina, United States

Provide proactive service to clients regarding their retirement benefit plans, including annual compliance testing and 5500 filing.Execute strategic planning to ensure client satisfaction, retention, and organic growth.Provide annual service reviews with clients, ensuring service experience is superior to others, solicit feedback on a regular basis, and offer solutions to increase Plan Sponsor capacity by reducing their involvement in day to day processing. Consult with Plan Sponsors regarding plan compliance and corrections as required.

Whitehall, Pa

Meet regularly with the bishop to report on and discuss Relief Society and welfare matters.At the bishop’s request, visit homes of members to evaluate welfare needs and suggest ways to respond to them. Submits recommendations to the bishop for sisters to be called to serve as leaders and teachers and to fulfill other callings in the Relief Society.Coordinates ward Relief Society welfare efforts during emergencies.Teaches other Relief Society leaders and teachers their duties, using the Handbook.Oversees the records, reports, budget, and finances of the ward Relief Society.

Allentown, Pa

Assist new members in employment transition to ensure their time with the Lehigh Valley Professionals (LVP) Networking Group is effective. Mentor and assist with the ground work of the LVP group and activities, ensure new members are welcomed and provided with an application, that new members meet the requirements for entry, assist with New Member orientation and other items as requested.

Reading, Pennsylvania Area

Aligned plan practice with plan rules and required plan amendments, resulting in a VCP (Voluntary Compliance Program) with the IRS that avoids future VCP penalties ranging from $50,000 to $150,000.Enhanced pension-benefit election forms, reducing employee errors from an 80% error rate to less than 20%.

Reviewed and updated plan resources used by plan administrator phone associates to ensure accurate information, resulting in reduced calls to Employee Benefits by approximately 80%.Reviewed and recommended changes to internal processes by collaborating with HRIS, external vendors, and documentation of procedures.Implemented changes to internal and external processes and procedures through collaboration with internal and external partners, resulting in a weekly timesaving of three hours.Prepared and presented benefit presentations for management and union employees across several work locations

Reviewed data discrepancies on a regular basis, resulting in a reduction of errors from 90% to less than 10%, allowing automated solutions for clients’ needs.Was the primary project lead that contributed over 1,200 hours of data analysis and cleanup resulting in a savings of approximately $1.5 million.

Mba, Master Of Business Adminstration

Bs/Bm, Business Management