Ann Christian Email & Phone Number

San Jose, Ca, Us

San Jose, Ca, Us

San Jose, California

Built a Retirement Plan Services division for PGR Solutions, growing the plan assets under management from $0 to $100 Million in four years. Manage sales, vendor relations, client experience, and more.• Responsible for all facets of consulting with new clients, from the initial sales and information stage, implementation and conversion, as well as ongoing consulting and administration.• Prioritized client projects, legislative deadlines and consulting needs to set business priorities accordingly. • Instrumental in the plan document PPA restatement project for our plans.

Managed a team of 4 retirement plan consultants and 6 plan analysts responsible for administering approximately 225 daily valued defined contribution retirement plans worth over $400 million in assets.• Responsible for the selection, development, motivation, appraisal, and salary recommendations of reporting subordinates.• Provided consulting, procedural expertise and quality assurance to direct reports.• Prioritized corporate projects, legislative deadlines and client consulting needs to set team priorities accordingly. • Facilitated the migration of client data to The Standard’s new database system for approximately 400 plans.• Coordinated continuing education program for office to enhance pension knowledge and maintain credentials for all certified employees.• Improved morale and rewarded results by organizing team building activities and office wide social events managing to departmental and office budgets and team budget.

• Regularly meet with client HR directors, trustees, investment committees and board members, face to face conducting plan reviews communicating plan statistics and trends.• Interacted with outside consultants, attorneys, brokers, plan sponsors, CPAs and custodians regarding plan audit, compliance and legal issues. • Completed the annual compliance testing and government filings on behalf of clients, which included balancing plan assets, reconciling contributions and accounting for all financial activity utilizing complex excel worksheets.