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 (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 plan• Educate external and internal partners on the plan transfer process and proactively communicate status via meetings, phone calls and emails• Research and resolve client issues, as well as identify and implement opportunities to improve the plan transfer process• Provide guidance and education to peers on current processes and trends in the market• Consult on discontinuing and merging 401(k) plans Show less

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 • 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 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 • 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 withdrawal packages, as well as 90-24 transfers and rollovers contributing to and surrendering from the plan Show less