Daniela Bailey Email & Phone Number

Seattle, Wa, Us

Arlington, Va, Us

Hanover, Maryland, Us

Seattle, Wa, Us

As a Plan Manager:- Daily point of contact and manager for 20 Corporate Retirement Plans (Defined Contribution). I also worked with a multiemployer.- Reconciled retirement plan assets on a daily basis.- Coordinated with clients and colleagues to solve operational issues, which were payroll, investment related, or similar data.- Worked directly with major Trust Companies on behalf of retirement plan sponsors and monitored transactions such as deposits, wire transfers, allocation of contributions and forfeitures.- Reviewed and approved: Loan, Distribution, Hardship Withdrawal and Enrollment paperwork, ensuring processing of all requests were complete and accurate.- Provided solutions to participant level complex inquiries/issues that were escalated by call center representatives.- Reviewed and authorized the production of financial statements.- Calculated benefits such as matching and profit sharing contributions.- Facilitated and analized ad hoc reports for my clients and financial advisors to help with decision making. - Presented important information to employees regarding their retirement plan benefits at benefits events.

Seattle, Washington, Us

Seattle, Washington, Us

Responsibilities:- Building strong client relations by providing outstanding customer support to business owners and their employees. -Initiate and manage client engagement and communication process related to annual reports and tax filing requirements for retirement plans.-Coordinate with business owners and plan officials to collect data needed to complete annual IRS and DOL requirements.-Assist with government reporting process. Perform basic ADP/ACP (non-discrimination) testing and related compliance reports.-Prepare IRS form 5500 and assist with EFAST2 Filing.-Coordinate with colleagues, plan participants, clients, investment advisors, CPA's and attorneys to resolve inquiries.-Make sure IRS rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents are met.- Understanding of 401k investment allocation. Mutual funds, EFTs, Brokerage Accounts, Qualified Employer Securities and Non-Traditional Assets.-Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)). -Managing phone and email campaigns. Communication of IRS deadlines, policies and notices.-Provide administrative support to a number of projects such as internal procedure improvement and implementation.-Entering data in multiple databases and reviewing, updating and correcting data in existing databases. -Participant Statement setup -Initiate distributions and loans for processing. -Transmit ERISA bond requirements to plan sponsors in order to keep them in compliance. Assistance with purchase/sales.

Seattle, Wa, Us

As a Defined Contribution Representative, my daily tasks and activities are the following:-Receive approximately 30 plan participant calls per day.-Respond to participant inquires via e-mail, fax, or mail.- Prepare letters/notifications to plan participants.-Record-keeping.-Coordinate with analysts and managers to assist participants.-Review incoming/outgoing paperwork from/to plan participants.-Follow up with plan participants' concerns, inquiries, escalation, Problem solving.-Coordinate with CPG to ensure the department has the correct information to process participant paperwork.-Assist/Edit in the preparation of participant education/materials/forms.-Assist in training as needed.-Perform participant education in a one-on-one or group setting in regards to their retirement plan.-Log all calls/interactions with plan participants in a web-based database.-Perform transactions for participants via the plan participant website.-Answer fund/investments general questions. -Multi task in order to resolve problems while actively on the phone with plan participants.-Assist client’s Human Resources Departments in resolving participant issues.

Bachelor'S Degree, Education, Linguistics

Intensive English Language Program, English Language And Literature, General

Programming, Information Technology