Beverly Johnson Email & Phone Number

As Client Onboarding & Implementation Manager at Planned Retirement Consultants & Administrators, I bring 3 years of dedicated experience in the 401(k) administration industry. My role centers on ensuring a seamless and efficient transition for new clients into our 401(k) plans. By managing complex implementation processes and coordinating with cross-functional teams, I have successfully onboarded over 200 clients, enhancing client satisfaction and retention.My expertise spans client relationship management, project management, and compliance, all supported by a strong foundation in 401(k) administration. I pride myself on my attention to detail, analytical prowess, and clear communication skills, which are critical in delivering top-notch service to our clients.One of my key achievements includes implementing a new onboarding system that reduced our onboarding time by 50%, significantly improving operational efficiency. I am proficient in using Pension Pal, Datair, and ASC, which allows me to streamline processes and provide exceptional client experiences.I am passionate about advancing the 401(k) administration landscape and am eager to leverage my skills in a larger role within finance or 401(k) administration.

• 

  University Of California, Irvine

  Social Psychology