Eric Thomas Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

PLAN MANAGER II, ONEAMERICAOctober 2022 – PresentResponsible for the day-to-day plan administration of retirement plans. This role acts as the primary resource for the day-to-day contact for the customer’s retirement plan. Develop and maintain client relationships (internal and external).• Work on a team servicing a pooled group of retirement plans.• Effectively interpret complex plan provisions and ensure systems are programmed in compliance with the legal plan document provisions and operating in accordance with the IRS and DOL regulations.• Ensure all regulatory deadlines are met timely.• Collaborate with and provide support to internal and external key stakeholders to service client’s needs.• Identify opportunities for efficiency and innovation in process.• Timely review of reports for accuracy and proactively consult with clients to enhance the administration of the retirement plan.• Attend client meetings and RFPs when needed.• Acts a resource for others and assist with process improvement initiatives.• Participate in projects• RFPs, Sales Finals, etc.• In-person/virtual client meetings

While "Platoon Sergeant" is a duty position,not a rank, the platoon sergeant is the primaryassistant and advisor to the platoon leader, withthe responsibility of training and caring forsoldiers. The platoon sergeant helps thecommander to train the platoon leader and inthat regard has an enormous effect on how thatyoung officer perceives NCOs for the rest of hiscareer.• Welfare of soldiers.• Platoon Leadership.• Personnel Accountability• Field operations, mission support, Class III V MaintenanceTransportation• Platoons’ senior trainer, assist and evaluate squad training.• Platoons’ physical fitness program.• Maintenance Supervisor (PMCS)• Formations, Inspection of soldier’s appearance.• Common areas cleanness and appearance.• Administration of Platoon paperwork.• Counseling Packets-Monthly.• Weapons Qualification.• Additional Duties.• Promotions• Maintain Platoon Battle Roster.

Houston, Texas, United States

STRATEGIC ACCOUNT MANAGER, AIGRSAugust 2022 – October 2022Serve as the operational point of contact and primary liaison for AIG Retirement Services largest retirement plan clients. I coordinate all activities related to the operational administration of assigned plans. Plan-level support• Assists with plan provision amendments• Facilitates plan document design questions and changes• Assists with implementing new plans, subgroups and asset conversions• Facilitates excess revenue/plan expense payments • Monitors forfeiture accounts, if applicable • Participates in onsite or virtual client visits and onsite finalist presentations• Participates in quarterly and annual group reviews• Participates in internal and external calls • Performs SponsorFIT demonstrations for plan sponsors and associated parties• Monitors and reports on service guarantees, if applicableParticipant-level support • Facilitates account updates and changes, as needed• Monitors plan loans, as needed• Responds to participant-level escalations• Facilitates plan corrections (group and participant-level corrections)Operational-level support • Support 5500 and audit requests• Facilitates custom and automated reporting requests• Handles inquiries and research requests• Facilitates small balance distributions, if applicable• Facilitates consultant and third-party invoice payments• Monitors payroll processing and reconciliation• Manages escalations and participant complaint resolution• Facilitates mailing of annual notices, if applicable• Updates plan servicing instructions, as needed

Serve as the primary point of contact for Plan Sponsors and AIGRS internal business partners for group level related assistance. This includes but is not limited to filing plan amendments, updating restriction messages and service instructions, contribution corrections, group level forfeitures request, distribution related correspondence, 5500 reporting assistance and other tasks as requested.• ERISA experience in the retirement industry• Experience in analysis of financial data including Annual 5500 Reporting.• Address customer support requests for information on retirement benefits, 401Ks/401K alternatives, and trades. • Cultivate strong relationships while providing education on plan provisions.• Research / resolve all recordkeeping and plan administration issues in a timely, cost effective, professional manner.• Coordinate with other departments as necessary to respond to special request and problem resolution on an ongoing basis.• Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines in connection with business operations, including related ERISA compliance matters.• Manage communication between the client and internal teams to support existing processes.• Communicate plan provisions, regulatory requirements etc. with both internal and external clients, when necessary and when requested.• Serve as a liaison between vendors and company employees, educating team members of benefit options, investments, retirement savings, and plan provisions.• Log all requests into a tracking system for review/case management and monitor case work through completion.• Perform Quality Review of document tasks for team members.• Provide training, mentoring, and coaching to team members.

Worked with various Energy – Oil – Gas companies to help locate, evaluate, and produce oil and gas reservoirs in a cost effective and efficient way.• Create customized reports detailing results of completed job.• Supervise a work crew of up to 6 personnel.

• Review all inbound and outbound client communication• Provide objective coaching sessions• Excellent verbal and written communication• Provide compliance feedback and customer feedback to management.• Participate in monthly call calibrations to ensure consistency• Member service representative for high-dollar client accounts• Complete the number of required QA evaluations monthly