Denise Gilbert Email & Phone Number

Houston, Texas, United States

Manage a client list of 80-100 clients to effectively run their 401k plans• Daily contact with clients through email and phone calls• Build client relationships to ensure a strong work foundation• Review and update accounts for quarterly statement preparation• Obtain employee data for IRS testing and tax filing of the 5500• Effectively communicate IRS regulation changes to clients

New Hampshire

Retirement Alliance was purchased by Alerus Financial on October 1, 2014. My job title and description have remained the same for now.Client list of 60-80 clients to effectively run their 401k plans• Daily contact with clients through email and phone calls• Build client relationships to ensure a strong work foundation• Review and update accounts for quarterly statement preparation• Obtain employee data for IRS testing and tax filing of the 5500• Effectively communicate IRS regulation changes to clients

Manchester, Nh

Client list of 60-80 clients to effectively run their 401k plans• Daily contact with clients through email and phone calls• Build client relationships to ensure a strong work foundation• Review and update accounts for quarterly statement preparation• Obtain employee data for IRS testing and tax filing of the 5500• Effectively communicate IRS regulation changes to clients

Primary Responsibilities are the day to day administration of the Local 4 Annuity and Savings Plan. Assist the Pension Administrator with all functions pertaining to maintaining the pension plan.• Wrote the training manual for the Benefit Generalist/Annuity-401K Specialist.• Review the Annuity and Savings Plan for legal and technical plan issues, appeals and multi-faceted benefit issues, for presentation to the Administrator.• Answer all questions about the Annuity and Savings Plan from the membership including, but not limited to distribution eligibility, distribution rules and other plan provisions.• Interface with the Account Manager, for the Plan, on issues relating to the Annuity and Savings Plan.• Review all reports from our record keeper to verify accuracy of internal records for distributions/hardships/loans.• Processing and reconciliation of $2,500,000 monthly pension disbursements.• Daily maintenance of the Pension Plan data on the Vitech system and weekly balancing of Internal Control Sheets.

Norwood, Ma

Defined compensation specialist responsible primarily for assisting participants in dealing with their 401K plans.• Answer questions from participants about their 401K plans.• Complete participants’ requested financial transactions.• Process participant initial elections and changes to ensure paperwork are complete and accurate.

Ba, Speech Communications

Activities and Societies: Crew

Bachelor'S Degree