David Guethlein Email & Phone Number

 Position is responsible for “first experiences” for the client to Fifth Third Bank. Project planning and management of ERISA and Non-ERISA plans. Create and deliver required Department of Labor notices to clients. Create and deliver account opening documentation to clients.  Work with client current record keeper to establish timelines and to get.

Cincinnati

 Provided Non-recordkeeping transactional support for daily balance and balance forward plans Supervised a team of 10 employee’s Provided support for Retirement Plan Services account as well as Global Custody relationships

 Act as a primary contact to Plan Sponsor for daily questions and activity on Defined Contribution Plans, resolve urgent client issues, limit risk to the bank, reconcile accounts.  Help train new Plan Specialist, interact with other departments to accomplish tasks, identify process enhancements, retain business, some sales, team lead of 4-5 employees.

 Utilize and maintain custom reporting for daily activities.  Centralize the Balance Forward process between new provider and Fifth Third Bank.  Process complex money movements between several accounts on a daily basis.  Work with MS products (Excel, Word, Access). Act as a primary contact for questions in our Defined Benefit plans.