Carri Rivera Email & Phone Number

United States

Chicago, Illinois

• Prepared routine and moderately complex benefit calculations, including basic QDRO’s and manual calculations following established procedures, using Excel based calculators, PensionPath, and eepoint• Reconciled new and existing pension payments for multiple clients using their proper trustee system including Northern Trust, Fidelity, State Street, and Excel based processes each month• Performed the technical review for standard calculations, correspondences, and payment entry/trust instructions• Interpreted and drafted administration procedures and documentation• Managed multiple client call centers for their small to moderate sized pension plans through live lines, MCCH and MCCM. These duties involved daily call center checks, logging, and responding to inquiries from consultants, clients, and participants with respect to plan provisions and pension administration and resolving/escalating any problems/issues as needed• Gained a thorough understanding of the plan design and administrative procedures (e.g., eligibilities, benefit formulas, etc.) to assist in identifying procedural gaps in the course of ongoing administration• Assisted on annual and occasional administration related projects such as Bulk Lump Sums, Annual Statements, and AFN Mailings