Juli Boeyink Email & Phone Number

Work From Home

• Coordinated all aspects of onboarding for a book of defined contribution plans, maintaining overall responsibility for key deadlines and plan design.• Led discussions with assigned clients and advisors regarding plan documents, including decisions on safe harbor status, automatic enrollment, and compliance testing.• Established strong relationships through efficient verbal and written communication, delivered via weekly calls and status update emails.• Effectively managed expectations regarding the implementation timeline to ensure client satisfaction and profitability for all partners.

Raleigh-Durham, North Carolina Area

• Managed conversion schedule for Retirement Services new business, mergers, and deconversions.• Performed a thorough review of plan documents and service agreements for each implementation to confirm all plan provisions could be properly administered on recordkeeping system and participant website. • Ensured 100% of deconversion deadlines, documentation, and asset transfer requirements were met for all plans transitioning from BB&T to other providers.• Created solutions for challenges encountered with fund restrictions, automatic enrollment, and delinquent loans, leading to consistent compliance with fund company and IRS regulations.• Partnered with relationship management and new business teams to streamline onboarding process across two platforms, resulting in a uniform and timesaving process.

Raleigh-Durham, North Carolina Area

• Maintained a full account load while providing training and on-going support on the trust and recordkeeping systems for 7 other team members.• Interpreted plan documents to ensure provisions were accurately set up on recordkeeping system.• Researched, implemented, and communicated processing changes required by four major upgrades to the recordkeeping system, participant website, and Voice Response Unit.• Reduced department’s risk of charge-offs due to analyst error by creating 15 standardized procedures for a team of 55 associates. • Demonstrated key processes and provided evidence samples for internal and external auditors that resulted in no documented findings.