Daniela Bailey Email and Phone Number
Daniela Bailey work email
- Valid
- Valid
- Valid
- Valid
Daniela Bailey personal email
I manage and oversee employer-sponsored retirement plans, such as 401(k)s, 403(b), 457, TSP and Cash Balance. This includes handling employee and employer contributions, ensuring compliance with government regulations, managing investments, and providing information and support to plan participants. Ultimately, my goal is to help individuals save for their retirement and ensure that their funds are managed effectively; share knowledge, arm them with confidence in their investments and help them reach their retirement goals.
-
Retirement & Compliance SpecialistDavis Wright Tremaine Llp Dec 2022 - Present
-
Senior Associate - DistributionsNreca Feb 2021 - Dec 2022Arlington, Va, Us -
ContractorAerotek Jan 2021 - May 2021Hanover, Maryland, Us -
Defined Contribution Plan Manager.Milliman Jul 2017 - Jan 2020Seattle, Wa, UsAs 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. -
Retirement Plan AdministratorLeading Retirement Solutions Sep 2016 - Jul 2017Seattle, Washington, Us -
Retirement Plan SpecialistLeading Retirement Solutions Dec 2015 - Sep 2016Seattle, Washington, UsResponsibilities:- 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.
-
Defined Contribution Benefits RepresentativeMilliman Jan 2015 - Dec 2015Seattle, Wa, UsAs 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.
Daniela Bailey Skills
Daniela Bailey Education Details
-
Universidad Autónoma De QuerétaroLinguistics -
Florida State UniversityGeneral
-
Universidad Autónoma De QuerétaroInformation Technology
Frequently Asked Questions about Daniela Bailey
What company does Daniela Bailey work for?
Daniela Bailey works for Davis Wright Tremaine Llp
What is Daniela Bailey's role at the current company?
Daniela Bailey's current role is Retirement Planning & Education.
What is Daniela Bailey's email address?
Daniela Bailey's email address is da****@****ent.com
What schools did Daniela Bailey attend?
Daniela Bailey attended Universidad Autónoma De Querétaro, Florida State University, Universidad Autónoma De Querétaro.
What are some of Daniela Bailey's interests?
Daniela Bailey has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Science And Technology, Human Rights, Arts And Culture.
What skills is Daniela Bailey known for?
Daniela Bailey has skills like Customer Service, Microsoft Excel, Employee Benefits, 401k, 401 Retirement Savings Plans, Microsoft Office, Qualified Retirement Plans, Customer Satisfaction, Spanish Translation, Interpersonal Skills, Retirement Planning, Customer Support.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial