Eric Wichmann Email & Phone Number

1. Monitored public websites, publications (IRS; DOL; Federal Register; BenefitsLink®; etc.) for new laws, regulations, & other government guidance affecting retirement plans (e.g., Pension Protection Act of 2006 & related regs & guidance)2. Summarized & analyzed the above news for inclusion in communications, trainings, and the website3. Managed training of associates4. Edited monthly newsletter as well as policies, procedures, & other documents 5. Created & maintained an intranet website to enable associates throughout the organization to access critical information furnished by two dozen groups within the company’s Risk & Compliance functions

 Consulted with Sales Team on legal and compliance issues in prospective clients’ plans, contracts Drafted prototype adoption agreements and volume submitter plan documents with optimum provisions, protected benefits, and client-required features Provided critical input in conference to finalize documents with each new client and its counsel Resolved recordkeeping issues, especially in the context of governmental correction programs Accomplished the tasks described in the previous bullets while factoring in all new laws, regs, and guidance (e.g., Small Business Job Protection Act of 1996; Economic Growth and Tax Relief Reconciliation Act of 2001; final 411(d)(6) [anti-cut-back] regulations; etc.)

Ma, English

Ba, History/English

Activities and Societies: Study Abroad Magna Cum Laude