Barbara Maglio Email & Phone Number

Northbrook, Illinois, United States

I support our PEO clients enrolled in the Amplify 401k Plan. Process weekly 401k contribution files. Answer 401k questions via email or by phone. Prepare for annual 401k audit. Troubleshoot any 401k issues. Work with clients on 401k set up .RMD;s , annual mailings , distributions , hardships and 401k loans.

Sandy, Utah, United States

• Conducted 401k online platform tutorials giving clients a tour of the 401GO website and how it works. • Created PowerPoint presentations and presented 401k enrollment employee meetings with new clients to educate employees on the 401k plan provisions and how to enroll. • Walking clients through processing their first 401k contribution file through the 401GO website. • Worked on 401k plan transfers from a prior plan into 401GO. Involved working with outside 401k vendors.• Managed a Gmail calendar with internal Team meetings and external meetings for 150 clients.• Troubleshoot when 401k issues arise with clients and employees. • Learned to navigate multiple systems such as Zendesk, Google Meet, and Click Up, multiple payroll Gusto, Coastal, Rippling ADP Run, QuickBooks Desktop & QuickBooks Online. • Responded to 20-50 401k-related emails. Responding to questions about provisions, 401k compliance, testing, and process instructions. • Received 20-30 daily click-up tasks. Making sure clients were connected between their payroll system and 401GO so integration would work. • Fielding 4-6 401k calls a day fielding 401k provision ,401k transaction and 401k compliance questions.

Schaumburg, Il

*Maintain secured accounts for 14,000 Participants enrolled in a $74 million 401k Plan.*Responsible for creating a weekly 401k contribution file that is sent to the TPA for 126 clients.*Fielding participant’s 401k questions. * Assist new clients in gathering information, consulting on 401k options to bringing the client to completing adoption agreement for the 401k plan. *Email signed adoption agreements, employee information list, and compliance checklist to TPA, investment firm and IT team for set up in all systems.*Process of distributions, roll overs, hardships and loan requests. Maintain spreadsheets to track all transactions.* Process 401k deferral elections into our payroll system and TPA Verisight.*Process roll over money into the 401k Plan, mailing checks and notifying all parties involved via email. *Maintain client spread sheet of adopting employers and plan options. *Build a training manual for future 401k administrators. *Sent 2000 SPD's for 2012 plan year by Sept./Oct. 2012. * Mailed a required minimum distribution letter to employees and retirees over age 70 ½.*Completed a weekly newly eligible for the 401k mailing project 100- 200.*Created and maintained a client ownership spreadsheet used for testing on all clients.*Prepared, edited and coordinated the annual 401k Dept of labor November mailing including SARS, fee disclosure & QDIA. *Troubleshoot any issues that come up for our clients and the Participants.*Running specific client reports and building formulas in excel to calculate projections on match or contributions. *Working knowledge of database platform HR Pyramid and running reports.* Jan thru July coordinate the annual 401k audit between the between auditors and 4 different offices across the Midwest.* Acted as the office manager -trouble shooting office equipment, order catering, and ordering office supplies.

Lincolnshire, Il

Customer Service Associate encompassing all 11 years at Aon Hewitt• Responded to 60-100 calls daily for several client teams regarding employees inquiries (e.g. medical, dental, vision, and life insurance). • Educated employees on how benefits work and enrollment steps; provided guidance to help them make firm decisions for themselves and their families. Multi-Client Team servicing PSEG, Ernst & Young UBS, & Liberty Mutual (March 2010- December 2011)• Answered calls regarding 401K benefits plan for PSEG company processing • Noted Power of Attorney documents as well as over 65 HMO enrollment forms in each individual’s file.• Created training materials for the Medicare HMO form and POA process. Sears Team (January 2009 – March 2010)• Processed incoming checks to get coverage reinstated for retirees dropped due to nonpayment • Created a client/team reporting system to fix processing events with our technology department. United Parcel Service Team (August 2000 – January 2009)• Researched and processed relevant life insurance claims of 50 – 100 per month. • Led COBRA enrollment refresher training for UPS team and a training class on a new call tracking system which reported call trends to the client UPS. • Rewrote and updated the life insurance training manual for new and accurate training.

Hoffman Estates, Il

• Managed the Internship Program for a period of nine months while the company looked for a new Director of College Recruiting doing all the work of the Director as well as my own duties. • Worked with College Relations team in coordinating efforts on campus to recruit college graduates into the Sears Executive Development Program.• Assisted team in calling 85 schools and recruiters on a twice yearly basis to set up career fairs, information sessions, and interviews. • Participated in conducting initial interviews for the Summer Internship program.• Sent out 500 offer and rejection letters; made flight, rental car, and housing arrangements; • Edited and printed Internship manual semi-annually, processed payroll and attendance for 136 interns.

Hoffman Estates, Il

Worked with Sears Hardware,reporting to the Director of Human Resources.• Supported recruiting, wage and benefits areas, and training teams of 27 staff members.• Processed payroll, background checks, start sheets, terminations; scheduled interviews.• Distributed and mailed reports and store lists; planned meetings; made travel arrangements.Worked with Sears Hardware, reporting to the Central Region Manager• Planned a four day bi-yearly meeting for all 10 district managers including hotel and plane reservations, food and meeting rooms and themed meals and award ceremonies for the managers and important buyers which totaled over 100 people. • Supported 10 District Managers by running weekly reports for stores and answered field questions regarding Human Resource issues such as hiring. • Collected information to create spread sheets, set up conference calls, meetings, travel arrangements, and mailings.

Mount Prospect, Il

Human Resource Clerical (October 1989 – August 1994): Prescreened applications and set up interviews with HR Manager, processed all new hire paperwork, Maintained present and past files. Updated and transmitted payroll. Edited and printed weekly department schedules for majority of the store. Explained benefits package to new associates. Customer Service Associate (September 1988 – October 1989): Handled customer problems. Processed customer charge card payments into the cash system. Ordered office and cash register supplies for the entire store. Handled the post office and Ticket master transactions.

Liberal Arts

Education record

Education record

Activities and Societies: Grade school from 2nd to 8th grade Attended Catholic School from 2nd grade 8th.