Eric Michaud Email & Phone Number

Frisco, TX, US

Frisco, Texas, United States

Windsor, CT

• Experience in position includes time at Mass Mutual (acquired by Empower Retirement) and The Hartford - Financial Services (acquired by Mass Mutual)
• Coordinate and document 401(k) plan transfer process for 20-50 plans
• Act as primary point of contact and subject matter expert for clients, financial advisors, third-party administrators and internal sales partners during the plan transfer
• Collaborate with prior 401(k) companies to ensure compliant transfer of the client’s… Show more Experience in position includes time at Mass Mutual (acquired by Empower Retirement) and The Hartford - Financial Services.
• Collaborate with prior 401(k) companies to ensure compliant transfer of the client’s plan
• Educate external and internal partners on the plan transfer process and proactively communicate status via meetings, phone calls and emails

Windsor, CT

• Installed 401(k) plans for full-service and third-party administrator products, as well as reconciled assets
• Educated clients on withdrawal processes and payroll submission utilizing the E-Remit and E-Payment programs
• Completed audit package, including reconciliation of any suspense items, for plans being forwarded to the Ongoing Unit
• Assisted in special assignments such as allocating additional interest earnings or assets
• Facilitated resolution of any plan service… Show more
• Facilitated resolution of any plan service issues during the installation phase Show less

Hartford, CT

• Managed overall relationship with field offices, third-party administrators and plan sponsors, including incoming and outgoing transactions, financial reporting and compliance
• Provided MEA, ADP/ACP and administration fee calculations, as well as 1099 and 5500 tax reporting
• Acted as technical specialist for call center inquiries regarding 401(k)/403(b) plans
• Designed and audited participants’ quarterly and account activity statements
• Approved loan and hardship… Show more
• Approved loan and hardship withdrawal packages, as well as 90-24 transfers and rollovers contributing to and surrendering from the plan Show less