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Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc Email & Phone Number

Director of Relationship Management at Retirement Learning Center
Location: Greater Indianapolis, United States 10 work roles 1 school
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Current company
Role
Director of Relationship Management
Location
Greater Indianapolis, United States
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Who is Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc? Overview

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Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc is listed as Director of Relationship Management at Retirement Learning Center, a with 11 employees, based in Greater Indianapolis, United States. AeroLeads shows a matched LinkedIn profile for Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc.

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc previously worked as ERISA Plan Consultant at Retirement Learning Center and Client Services Manager at July Business Services. Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc holds Bachelors Degree from University Of Alabama At Birmingham.

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Retirement Learning Center

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Profile bio

About Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc

My career background comes mostly from working in the HR/Payroll, Defined Benefits, and 401(k) industries especially in the relationship management space. Working in those areas over the years has given me valuable experiences and a unique set of skills that I use every day. In my opinion, the retirement industry has never been more important and I look forward to continue providing value and support in this space.

Current workplace

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc's current company

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Retirement Learning Center
Retirement Learning Center
Director of Relationship Management
brainerd, minnesota, united states
Employees
11
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10 roles

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc work experience

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Sr. Plan Manager - Defined Contribution

Indianapolis, Indiana Area

-Assist clients with their day to day administration of their 401(k), 403(b), 401(a), or 457 retirement plan. - Work with internal departments to facilitate changes, route tickets, and assist with research and issue resolution. -Assist clients with regulatory items such as the Census, Form 5500, Annual Reporting, and Non-discrimination testing-Maintain current knowledge of industry standards surrounding legislation, and regulatory changes

May 2017 - Apr 2021

Sourcing Demand Planner - Purchasing

Freudenberg

Manchester, Nh

-Responsible for creating purchase orders, ordering supplies, reconciling orders and inventory against inventory system - SAP-Maintained supply and forecasted needs for on hand inventory of rubber, silicone, and packaging material-Reconciled inventory counts with the local warehouse-Ordered and tracked internal services and goods for the maintenance and tooling department

Jul 2016 - May 2017

Hr Coordinator - Human Resources

Freudenberg

Manchester, Nh

-Process, manage, and track weekly/monthly payroll for hourly and salary associates.-Handled HR policy and benefit inquires from employees and management. Established company rules and regulations with HR controlled documents.-Practiced applied knowledge of state and federal labor and payroll laws to ensure compliance.-Responsible for management of temp staffing service for recruiting, interviews, and onboarding as well as direct hiring for the company.

Feb 2015 - Jul 2016

Talent Solutions Manager - Staffing

Kelly Services

Manchester, Nh

-Responsible for managing temporary employees onsite at the client's location (Freudenberg in NH)-Handled HR issues, payroll, and performance tracking for employees on a daily basis.-Managed not only employee engagement but the client relationship as well. Met weekly with floor managers of the client to discuss quality of our employees and identify any areas for improvement. -Tracked temp to hire conversions on a monthly basis and responded to any trends in either direction.

Aug 2014 - Feb 2015

Retirement Plan Consultant - Defined Benefits

Albuquerque, New Mexico Area

-Led a virtual team for two clients in Pension or Defined Benefits. This consisted of calculation teams, customer service, employee resolution, and the employee escalation team. - Responsible for written and verbal communication with established client contacts on a daily basis. Also responsible for traveling quarterly for the clients Quarterly Service Review. -Point of contact for escalations both from a participant as well as the client side. Leveraged contacts across product lines and departments to resolve issues and deal with escalations. Also was established as a Project Lead on several internal projects for clients. -Functioned as an analyst as well to identify participant populations through queries with Hyperion and Microsoft Access. Delivered customized ad-hoc reports when requested from the client.

Oct 2011 - Jun 2014

Customer Service Representative - Defined Benefits

Albuquerque, New Mexico Area

-Subject matter expert for the administration of pension benefits in Defined Benefits. -Filled in as manager coverage when department managers were out. Handled phone escalations from participants on the phones. -Consistently leveraged relationships and contacts in operations to influence the timely resolution of customer issues. -Created a continuing eduction program to help new and tenured Defined Benefit associates learn from commonly asked participant questions and quality misses. Also functioned as an associate trainer in August 2011.

Sep 2010 - Oct 2011

Customer Service Representative - Hr/Payroll

Albuquerque, Nm

-Provided customer service and support for HR and payroll-related inquiries from employees and managers of our clients. -Consistently maintained a high level of performance statistics and customer satisfaction.-Trained in Oracle-based payroll database to make certain changes or submit tickets for issue resolution. Also walked employees and managers through HR-related systems such as Taleo and eWorkplace.-Assisted with questions from employees and managers about the Learning Management System and assisting with any issues regarding completion certificates.

Nov 2009 - Sep 2010
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1 education record

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc education

FAQ

Frequently asked questions about Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc

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What company does Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc work for?

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc works for Retirement Learning Center.

What is Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc's role at Retirement Learning Center?

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc is listed as Director of Relationship Management at Retirement Learning Center.

Where is Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc based?

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc is based in Greater Indianapolis, United States while working with Retirement Learning Center.

What companies has Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc worked for?

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc has worked for Retirement Learning Center, July Business Services, Oneamerica, Freudenberg, and Kelly Services.

Who are Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc's colleagues at Retirement Learning Center?

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc's colleagues at Retirement Learning Center include Lori Hermanson, Gary Halstead, and Catherine (Cathy) Bourassa.

How can I contact Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc?

You can use AeroLeads to view verified contact signals for Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc at Retirement Learning Center, including work email, phone, and LinkedIn data when available.

What schools did Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc attend?

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc holds Bachelors Degree from University Of Alabama At Birmingham.

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