Josh Blitz, Cfp® Email and Phone Number
Josh Blitz, Cfp® work email
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Josh Blitz, Cfp® personal email
Highly analytical and detail oriented with a commitment to learning and a solid understanding of and interest in retirement plans. Skilled communicator across levels focused on providing exceptional customer service to inside and outside stakeholders. Proven ability to work independently and as part of a diverse team. Strong organizational skills.
Secu
View- Website:
- ncsecu.org
- Employees:
- 5889
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Senior Retirement Benefits And Education Specialist ISecuRaleigh, Nc, Us
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Senior Retirement Benefits & Education Specialist ISecu Apr 2023 - PresentRaleigh, Nc, Us• 2024 PLANSPONSOR® Plan Sponsor of the Year WINNER- Total Retirement Offering category https://www.plansponsor.com/awards/2024psoy/?type=total-retirement-offering• Led implementation of SECURE 2.0 long-term part-time employee regulations including configuration testing and coordination between HRIS, legal, and recordkeeper stakeholders.
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Retirement Benefits AnalystEastman Oct 2022 - Mar 2023Kingsport, Tennessee, Us• Supported administration of defined contribution plans including a 401(k) and Employee Stock Ownership Plan (ESOP)• Supported administration of defined benefit plans including cash balance and traditional pension• Managed annual $57M profit-sharing retirement contribution project from planning to funding stages including SME input• Coordinated with HRIS stakeholders on annual HSA employer funding contribution including eligibility verification and written communications with employees• Gathered data from recordkeeper for compliance filings such as definitive proxy statement• Responsible for processing biweekly HSA and 401(k) payroll contribution files with vendor• Compiled year-end reporting and valuation letter on a Rabbi Trust with benefit obligations of $154M• Analyzed complex datasets in Excel using Visual Basic for Applications (VBA) and pivot tables• Assisted call center reps with complex employee questions and escalations• Recommended changes to plan design in conjunction with Director-Global Benefits and Retirement Plans Manager -
Senior Retirement Benefits & Education SpecialistSecu Apr 2022 - Oct 2022Raleigh, Nc, Us• Utilized excellent written and verbal communication skills to educate 401(k) and non-governmental 457(b) plan participants via phone, email, and group PowerPoint presentations • Administered self-enabled programs including Employee Contribution Increase Program and Auto Enrollment• Guided employees nearing retirement under the Rule of 85 by explaining benefits and helping them complete required forms• Supported conversion of legacy HCM to Workday including implementation and testing of new integrations with 401(k) recordkeeper (Fidelity)• Analyzed complex datasets in Excel using Visual Basic for Applications (VBA) and pivot tables• Acted in a cross-functional role ensuring accuracy between Payroll, Benefits, & Leave Administration stakeholders• Managed the Retiree Drug Subsidy (RDS) process from application to reconciliation• Completed financial planning with individual employees including data gathering, analysis, and presentation• Responsible for taking notes and creating minutes during Retirement Plan Committee meetings• Assisted auditors verifying compliance with ERISA regulations• Acted as a mentor for junior employees
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Retirement Benefits & Education SpecialistSecu Sep 2020 - Apr 2022Raleigh, Nc, Us
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Senior Retirement Benefits & Education AnalystSecu Apr 2019 - Sep 2020Raleigh, Nc, Us
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Senior Ira Services AnalystSecu Oct 2018 - Apr 2019Raleigh, Nc, Us• Concisely educate branch employees and members regarding rules surrounding IRAs, HSAs, and CESAs• Perform advanced guidance and troubleshooting on issues ranging from suitability to tax implications• Constantly stay abreast of topics related to tax-advantaged accounts through IRS and Ascensus resources• Strive for efficiency & accuracy in daily tasks by utilizing VBA within MS Office (Word, Excel, Access)
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Ira Services AnalystSecu Jul 2017 - Oct 2018Raleigh, Nc, Us
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Financial Services Officer ISecu May 2017 - Jul 2017Raleigh, Nc, Us• Assist members with advanced loan maintenance including applying for new loans• Support fellow team member FSRs with questions regarding account maintenance• Document loan application process & ensure all paperwork is accurate
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Financial Services RepresentativeSecu Sep 2016 - Apr 2017Raleigh, Nc, Us• Answer variety of member questions courteously & proficiently• Maintain VISA debit & VISA credit cards via internal software tools• Educate members on available services & make recommendations based on their specific needs
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Vita Site CoordinatorFamily Resource Center Of Raleigh Inc Jan 2016 - Apr 2016Us• Supervised certified volunteer tax preparers working at several different sites• Monitor the taxpayer Intake & Interview Process and decide which volunteer preparer to utilize• Ensured tax preparation sites adhered to IRS Quality Service Requirements -
Estate AdministratorSelf-Employed Jan 2012 - Jun 2013• Collaborated with estate lawyer and CPA to oversee an investment portfolio of over $1M; researched tax laws and investment options including 401K’s, IRA’s and mutual funds to ensure optimal growth and minimal taxation.• Reviewed investment portfolio of over $500K for another party; analyzed asset allocation, identified excessive fees being charged by an investment bank, and recommended the movement of assets to another firm with lower costs.
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Jr. Software EngineerTata Consultancy Services Jan 2011 - Jan 2012Mumbai, Maharashtra, In• Collaborated in multicultural teams to develop web applications for clients.• Received high marks on internal mortgage certification for Freddie Mac; certification was required to build credibility with the client.
Josh Blitz, Cfp® Skills
Josh Blitz, Cfp® Education Details
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North Carolina State UniversityComputer Engineering
Frequently Asked Questions about Josh Blitz, Cfp®
What company does Josh Blitz, Cfp® work for?
Josh Blitz, Cfp® works for Secu
What is Josh Blitz, Cfp®'s role at the current company?
Josh Blitz, Cfp®'s current role is Senior Retirement Benefits and Education Specialist I.
What is Josh Blitz, Cfp®'s email address?
Josh Blitz, Cfp®'s email address is jo****@****igh.org
What schools did Josh Blitz, Cfp® attend?
Josh Blitz, Cfp® attended North Carolina State University.
What are some of Josh Blitz, Cfp®'s interests?
Josh Blitz, Cfp® has interest in Volunteering, Electronics, Economic Empowerment, Long Term Investing, Finance, Poverty Alleviation, Science And Technology, European Soccer.
What skills is Josh Blitz, Cfp® known for?
Josh Blitz, Cfp® has skills like Java, Eclipse, Git, Html, Sql, Python, Javascript, Css, Circuit Analysis, Google Docs, Microsoft Word, Microsoft Excel.
Who are Josh Blitz, Cfp®'s colleagues?
Josh Blitz, Cfp®'s colleagues are Megan Mowry, Cindy Springle, Susan Newman, Tara Claybrook, Toni Litten, Devin Williams, Ratisha Peterkin.
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