Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc

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

Director of Relationship Management @ Retirement Learning Center
brainerd, minnesota, united states
Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc's Location
Greater Indianapolis, United States
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.

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc's Current Company Details
Retirement Learning Center

Retirement Learning Center

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Director of Relationship Management
brainerd, minnesota, united states
Website:
retirementlc.com
Employees:
11
Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc Work Experience Details
  • Retirement Learning Center
    Director Of Relationship Management
    Retirement Learning Center Sep 2023 - Present
  • Retirement Learning Center
    Erisa Plan Consultant
    Retirement Learning Center Sep 2021 - Sep 2023
  • July Business Services
    Client Services Manager
    July Business Services Apr 2021 - Aug 2021
  • Oneamerica
    Sr. Plan Manager - Defined Contribution
    Oneamerica May 2017 - Apr 2021
    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
  • Freudenberg
    Sourcing Demand Planner - Purchasing
    Freudenberg Jul 2016 - May 2017
    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
  • Freudenberg
    Hr Coordinator - Human Resources
    Freudenberg Feb 2015 - Jul 2016
    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.
  • Kelly Services
    Talent Solutions Manager - Staffing
    Kelly Services Aug 2014 - Feb 2015
    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.
  • Fidelity Investments
    Retirement Plan Consultant - Defined Benefits
    Fidelity Investments Oct 2011 - Jun 2014
    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.
  • Fidelity Investments
    Customer Service Representative - Defined Benefits
    Fidelity Investments Sep 2010 - Oct 2011
    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.
  • Fidelity Investments
    Customer Service Representative - Hr/Payroll
    Fidelity Investments Nov 2009 - Sep 2010
    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.

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc Education Details

Frequently Asked Questions about Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc

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 the current company?

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc's current role is Director of Relationship Management.

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

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc attended University Of Alabama At Birmingham.

Who are Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc's colleagues?

Elizabeth Lopes, Qpa, Qkc, Qka, Tgpc's colleagues are Lori Hermanson, Gary Halstead, Catherine (Cathy) Bourassa.

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