Heather Parker Email & Phone Number

Spring, TX, United States

Interpret plan provisions, procedures and features in order to resolve inquiries from plan administrators and participants. Process 401(k) contributions, loans, and distributions. Host enrollments meetings, Reconcile company stock. Pay plan invoices as directed by clients.

Houston, Texas

Create and maintain employee benefit files and related records.Analyze, audit, calculate, and submit 401(k) and IRA contributions for more than forty clients retained by G&A Partners to provide payroll conduit services in order to assure accurate and timely contribution submission.Obtain and retain proficient understanding of eligibility requirements, plan.

Processed over 50 contributions, loans, and distributions daily according to ERISA guidelines.Created and paid fee invoices per client request.Heavy Data Entry entering accurate information into participant accounts.Handled new 401(k) enrollments as wells as updates to existing enrollments.Processed rollovers, loans, withdrawals, terminations, and.

Processed over 70 stock market orders and mutual fund tickets daily using all Client One applications.Quarterly preparation for internal audits.Handled phone calls from Financial Advisors.Processed deposits for all branches.Educated on all company policies and procedures.Maintained accurate records according to Corporate Regulations.

Adhere to SEC and NASD regulations while routinely establishing an excess of 80 annuity accounts daily. Interact with clearing firm, sponsor companies and other third party entities to complete brokerage and non-brokerage account processing requests.

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Education record