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.
• 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.

• 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.
• Welfare of soldiers.
• Platoon Leadership.
• Personnel Accountability
• Field operations, mission support, Class III V MaintenanceTransportation
• Platoons’ senior trainer, assist and evaluate squad training.

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.
• 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

• 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.
• 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.

• 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