Elisa Black Email & Phone Number

Quincy, MA

Business client liaison partnering with Participant and Implementation Services, Compliance and Reporting & Testing to provide best in class service to the client. Day to day resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting.

Norwood, MA

• Strengthened business relationships chairing conference calls with clients, their representatives and internal departments to develop client solutions while ensuring compliance with DOL and IRS regulations.
• Coordinated quarterly revenue flow from investment fund companies to clients which provided them with alternate solutions to pay plan operational expenses, such as legal fees and investment consulting advice.
• Collaborated with Product Support team designing/mailing plan specific enrollment guides, plan changes notices and quarterly plan fee, expense statements.
• Ensure approved notices were available on plan participant sites enabling regulatory fee disclosure.
• Consistently exceeded plan filing deadlines for ADP/ACP tests and 5500 ERISA reporting requirements.client.