Eric Gauthier Email & Phone Number

Provide point-of-contact role for clients using non-qualified benefit plan products.Performs a lead analysis role in providing system expertise during procurement and formulation of client's system and design products. Develop test plan, test design, and test case documents. Responsible for providing leadership and direction for junior members of the department. Routinely address critical problems and resolve them through development of specialized solutions.

Greater Atlanta Area

Directly responsible for 45 executive non-qualified deferred compensation plans with over 600 million in total plan liabilities. Performed quality control review of processed work and client deliverables. Acted as implementation specialist in times of business overflow. Provided knowledgeable guidance for the most efficient use of systems and services offered.

Greater Atlanta Area

Assisted Implementation Consultant with new plans including converting balances, fund set-ups, late-day trading agreements, enrollment fulfillment, and payroll layouts. Provided training and support to Benefits Administrators. Directly responsible for the overall administration of fifteen customized executive deferred compensation plans.

Greater Atlanta Area

Responsible for administration of executive deferred compensation plans for Fortune 1000 companies. Processed payrolls, quarterly statements, distributions, census updates, etc. Processed daily manual trades based on late day trading agreements directly with various mutual fund companies. Fielded calls directly from executives participating in my assigned plans.

Greater Atlanta Area

Responsible for the overall client relationship following plan implementation. Managed 80 401(k) Plans in the Small Plan Market and 10 Plans in the Large Plan Market. Consulted with the client and sales professionals regularly on service issues and changes. Supported all administrative processing including payrolls, disbursements, data changes, and quarterly statements. Coordinated plan terminations and deconversions with the Finance, Legal, and Implementation Departments. Assisted Government Reporting and Compliance Departments with annual testing.

Greater Atlanta Area

Served as liaison for five custom designed 401(k) clients. Operated and oversaw daily maintenance of plans. Acted as the point person to resolve any participant or client-related problems. Created quarterly statements, plan statistic reports and other billing reports. Reconciled contributions, loan payments, and fees with Trust. Updated payroll feeds from clients and balanced control totals for wire feeds. Processed all distributions, rollovers, loans, loan payoffs, and adjustments.