Casey Larkin Email & Phone Number

Camden, New Jersey, United States

Benefits Compliance Manager for the Retirement and Welfare Benefits Plans of Subaru of America. Runs the daily operation of all qualified and non-qualified retirement plans and assists with daily operation of the Welfare Benefit Plan. Ensures regulatory compliance and proper documentation requirements are met for fulfilling internal and external reporting requirements.-- Daily monitoring of Plans to ensure compliance with all applicable laws and regulations related to employee benefits, including ERISA, HIPAA, COBRA and SECURE 2.0-- Conduct regular audits of benefits programs and processes to ensure compliance and identify areas for improvement.-- Maintains up to date knowledge of regulatory changes and industry best practices, providing updates to HR staff, senior management and other key stakeholders as necessary.-- Prepare and file required reports and documentation with government agencies, such as Form 5500, Form 720, Form 990 and Form 990T.-- Designs and implements educational strategies to increase participant knowledge relating to their benefits package.-- Collaborates with benefits vendors and service providers to ensure compliance with both contractual and regulatory compliance.--Conduct research and resolve complex compliance issues in a timely manner.-- Calculates, verifying and funding quarterly and annual payments to the Pension Plan and Nonqualified Plans for all eligible participants.-- Perform quarterly and annual non-discrimination testing of applicable plans, ie. ADP and ACP testing.

Malvern, Pennsylvania, United States

My role as a Team Leader is vital in leading a team of highly specialized individuals who review, determine, and process complex 401(k) transactions. Moreover, I conduct exhaustive time studies that increased the operational productivity metrics by 8% following standard procedures. I ensure long-term success by keeping the team apprised of internal changes in line with both internal and external auditing functions, including changing procedures and advising the team upon learning of systemic changes led by DOL and ERISA mandates.My other duties and accomplishments include:➝ Leverage best practices in onboarding 45 clients onto the services, resulting in additional annual revenue of roughly $275K.➝ Measure quality of work, adherence, and productivity of the team as part of meeting departmental standards and policies.➝ Oversee budget and money spending for the overall process and technological improvements and optimal client experience.➝ Actively participate in daily client calls, explaining and offering various services to prospective clients, including handling elevated participant and client calls for sensitive and confidential matters regarding beneficiary and QDRO process.➝ Guide the team to attain zero operational losses due to incorrect determination services for the fiscal year 2021.➝ Maintain a robust client experience, leading to lowered department-wide service level agreements (SLAs) for both services.➝ Catapult long term, business wide success and hit key departmental SLAs by delegating duties to each member of the team.

Malvern, Pennsylvania

In my capacity as a Retirement Plan Administrator/Specialist, I Specialized in analyzing transactional data as needed for reviewing higher complexity annual plan reports according to GAAP for all institutional recordkeeping clients.Independently analyzed Form 5500 and applicable schedules in accordance with IRS guidelines. Further, I verified the accuracy and completeness of flings, resolved regulatory and compliance issues surrounding the completion of Form 5500 and/or annual plan financial reports, and maintained production and quality standards of retirement plan administration.My other duties and accomplishments include:➝ Responded to inquiries from clients and their auditors regarding the presentation of the plan financial statements or the filing of Form 5500. Generated supporting documentation for all financial statement information with the utmost accuracy.➝ Rendered technical support to other team members of the department, including assisting in the development of training materials.➝ Adhered to GAAP, ERISA, and DOL regulations while staying informed of the regulatory changes related to reporting requirements.➝ Conducted scheduled internal audits of plan activity prior to the year-end planning session. Analyzed VISTA transactional activity for compliance with the plan document, verified the accuracy, and exercised sound judgment when evaluating complex issues.

Malvern, Pennsylvania

As a Participant Services Representative, I provided first-rate client service across Institutional Participant Services by responding to phone inquiries and providing account and plan information from various information systems. Also, through this experience, I developed knowledge of Vanguard funds, products, and services. I identified and resolved routine participant needs or problems with urgency, absolute professionalism, and efficiency.My other duties and accomplishments include:➝ Initiated transactions for participants like loans and withdrawals, including answering queries related to tax-related issues.➝ Collaborated intensively with areas of the Institutional Investor Group Division to enhance quality and workflow inefficiencies.➝ Demonstrated comprehensive industry knowledge of fund and investment performance and retirement investing.