Ginger M. Email & Phone Number

United States

Greater Boston

United States

Quincy, Massachusetts

Quincy

Respond to plan sponsors’ requests for information on a variety of issues, including on-going requests for plan amendments and consultative services. Obtained all necessary information to determine feasibility of requests and which department would be assigned tasks for action.Communicated with institutional client representatives regarding plan specific issues and kept management informed of any issues of a sensitive nature.Assisted in the collection, review and preparation of client census information for compliance testing and preparation of form 5500. Proactively consulted with plans to ensure timely filings, extension if necessary and offered education on fees and penalties for late delivery Responsible for quality control and timely delivery of testing results, including final review of corrections, refunds and data updates that could impact testing results. Prepared audit package for reviews by independent auditors.

Quincy, Ma

Possess strong service orientation and the ability to ask probing questions and be perceptive in listening to plan sponsors’ needs. Provide timely responses to plan sponsors, Third Party Administrator's and/or Advisor requests for information on a variety of issues. This includes consultative services: Interface with management and internal support groups in order to research issues and coordinate responses to external parties. This includes conducting trend analysis of issues, response times, and other valuable statistics. Determine feasibility of requests, and submits requests to individual specialists for action.Have strong organizational and project management skills.Develop and recommend improvements to workflows and procedures in order to increase efficiency and client satisfaction.Take escalated call issues from other Retirement Plan Account Managers.Educate plan sponsors, third party administrators and/or advisors on the use of our plan sponsor website and payroll contribution options.

Quincy, Ma

Quincy