Carrie Bernier

Carrie Bernier Email and Phone Number

Manager Retirement Plan Support Services @ The TPA Experts
Appleton, WI, US
Carrie Bernier's Location
Appleton, Wisconsin, United States, United States
Carrie Bernier's Contact Details

Carrie Bernier work email

Carrie Bernier personal email

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About Carrie Bernier

Experienced Director of Plan Services with a demonstrated history of working in the third party administration industry. Skilled in both 401(k) and Employee Stock Ownership Plan (ESOP) compliance testing, trust accounting and government form filings. Strong project management professional with a Bachelor of Business Administration (BBA) focused in Marketing from UW-Oshkosh.

Carrie Bernier's Current Company Details
The TPA Experts

The Tpa Experts

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Manager Retirement Plan Support Services
Appleton, WI, US
Website:
tra401k.com
Employees:
17
Carrie Bernier Work Experience Details
  • The Tpa Experts
    Manager Retirement Plan Support Services
    The Tpa Experts
    Appleton, Wi, Us
    View
  • The Retirement Advantage, Inc. (Tra)
    Director Of Plan Services
    The Retirement Advantage, Inc. (Tra) Apr 2020 - Present
    View
  • The Retirement Advantage, Inc. (Tra)
    Plan Implementation Manager
    The Retirement Advantage, Inc. (Tra) Oct 2017 - Apr 2020
    Manage the Plan Implementation Department for a nationwide TPA. Oversee the work produced by the department and coach/develop staff members through performance management, goal setting, training and effective employee relations.
    View
  • The Retirement Advantage, Inc. (Tra) Www.Tra401K.Com - 888.872.2364
    Integration Leader
    The Retirement Advantage, Inc. (Tra) Www.Tra401K.Com - 888.872.2364 Jan 2016 - Apr 2020
    Lead and manage the integration process of acquired companies. Partner with applicable departments to transition all components involved.
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  • The Retirement Advantage
    Plan Administration Team Leader
    The Retirement Advantage May 2015 - Oct 2017
    Responsible for providing guidance and leadership to our Plan Administration - Client Relations team for the purpose of achieving outstanding customer service.
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  • The Retirement Advantage
    Client Relationship Manager
    The Retirement Advantage Mar 2014 - May 2015
    Developed and maintained a mutually beneficial relationship with Plan Sponsors, Plan Advisors and Plan Providers by communicating timely and effectively while providing the highest level of customer service and satisfaction.Maintained awareness of laws, regulations, internal policies and procedures related to the administration of Defined Contribution Plans.
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  • Principal Financial Group
    Esop Administration - Client Service Manager
    Principal Financial Group Jun 2006 - Feb 2014
    Performed administration on large Employee Owned companies. Completed plan year end administration; including eligibility determination, trust accounting, stock and asset allocations, preparation of Internal Revenue Code (IRC) compliance tests, and filing of government forms. Maintained knowledge of various Employee Retirement Income Security Act (ERISA) rules and regulations.
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Carrie Bernier Skills

Series 7 Retirement Pensions Retirement Planning Financial Services Accounting Esop Erisa Asset Allocation Benefits Administration 401k Defined Benefit

Carrie Bernier Education Details

  • Uw-Oshkosh
    Uw-Oshkosh
    Marketing

Frequently Asked Questions about Carrie Bernier

What company does Carrie Bernier work for?

Carrie Bernier works for The Tpa Experts

What is Carrie Bernier's role at the current company?

Carrie Bernier's current role is Manager Retirement Plan Support Services.

What is Carrie Bernier's email address?

Carrie Bernier's email address is be****@****pal.com

What schools did Carrie Bernier attend?

Carrie Bernier attended Uw-Oshkosh.

What skills is Carrie Bernier known for?

Carrie Bernier has skills like Series 7, Retirement, Pensions, Retirement Planning, Financial Services, Accounting, Esop, Erisa, Asset Allocation, Benefits Administration, 401k, Defined Benefit.

Who are Carrie Bernier's colleagues?

Carrie Bernier's colleagues are Chase Meitler, Qpfc, Brady Onsager, Peter July, Lanny Little, Jennette Hutchinson, Teresa Zalis, Amy Hilton, Qka.

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