Jacquelyn Burke Email and Phone Number
Jacquelyn Burke work email
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Energetic, motivated, business professional with 20+ years in the financial services arena. I specialize in leadership, client service, problem resolution, retirement administration, compliance testing and reporting, trading, relationship management and training.
Setaway, Llc Retirement Plan Design, Administration & Consulting
View- Website:
- setawayllc.com
- Employees:
- 9
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Senior Retirement Plan ConsultantSetaway, Llc Retirement Plan Design, Administration & Consulting Sep 2024 - PresentUnited States
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401(K) Compliance ConsultantIsolved Aug 2023 - Aug 2024United States -
Senior Plan ConsultantComplete Payroll Solutions Jan 2021 - Sep 2023United StatesSenior 401k Plan Consultant for small to mid-size employers. Prepare Plan Documents, provide exceptional client service for Plan Sponsors including problem resolution and 401k education. Timely and accurate completion of annual Compliance tasks including nondiscrimination testing, Form 5500 preparation and filing. Training and management of team members as appropriate. -
Director Of Recordkeeping And ComplianceNew England Pension Plan Mar 2018 - Jan 2021Providence, Rhode Island AreaSuccessful administration of 401k plans including Plan Document preparation, annual compliance testing, trading of mutual funds, completion of financial transactions, customer service and problem resolution.
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Manager 401KAxa Oct 2014 - May 2017Syracuse, New YorkSuccessfully managed the daily administration of a complex book of Employer 401k plans to ensure Plan Sponsors maintain ERISA qualified status. Resolved escalated issues to the customers' satisfaction. Partnered with Employers and Financial Advisers to ensure annual compliance testing and 5500 reporting is prepared, completed, and filed within IRS and ERISA deadlines. Additionally, provided training and coaching to newer associates in their professional development. -
Group ManagerDst Retirement Solutions Sep 2012 - Sep 2014As a Group Manager at DST Retirement Solutions. I managed a group of associates under DSTRS Trading Services. We serve as the trust trader for our retirement services platform working with our institutional client(s), multiple fund families, and intermediaries.
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Operations Line ManagerDst Retirement Solutions Dec 2006 - Aug 2012As a manager within DST Retirement Solutions, I managed a team of associates in our qualified retirement plan business. We ensured the plan sponsors were administering their retirement plans according to the terms of their Plan Document.
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Senior Retirement Plan Account ManagerNew York Life Investment Management Mar 1998 - Dec 2006As a Senior RPAM at New York Life Investment Management, I managed the day to day administration of qualified retirement plans representing over $1 Billion in plan assets. Requirements included reviewing and posting financial transactions and contribution timely, answering client inquiries, resolving participant/client issue to their satisfaction, and performing annual testing and reporting in conjunction with compliance standards.
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Retirement Plan AdministratorPutnam Investments Sep 1995 - Mar 1998 -
Fund AccountantPutnam Investments Sep 1994 - Sep 1995
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Adjustment SpecialistPutnam Investments Oct 1988 - Sep 1994
Jacquelyn Burke Skills
Jacquelyn Burke Education Details
Frequently Asked Questions about Jacquelyn Burke
What company does Jacquelyn Burke work for?
Jacquelyn Burke works for Setaway, Llc Retirement Plan Design, Administration & Consulting
What is Jacquelyn Burke's role at the current company?
Jacquelyn Burke's current role is Senior Retirement Plan Consultant at SetAway LLC.
What is Jacquelyn Burke's email address?
Jacquelyn Burke's email address is ja****@****axa.com
What schools did Jacquelyn Burke attend?
Jacquelyn Burke attended Bentley College.
What are some of Jacquelyn Burke's interests?
Jacquelyn Burke has interest in Football, Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Reading, Sports, The Arts, Hockey, Watching Hockey.
What skills is Jacquelyn Burke known for?
Jacquelyn Burke has skills like Management, Qualified Retirement Plans, Nscc, Mutual Funds, Retirement, Process Improvement, Operations Management, Cross Functional Team Leadership, Leadership, 401k, Relationship Management, Financial Services.
Who are Jacquelyn Burke's colleagues?
Jacquelyn Burke's colleagues are J. Wayne Braun, Erpa, Cpc, Kimberly St. Pierre, Apa, Bethany Gordon, Christina Bapties, Apa, Noreen Kelton, Jacquelyn Morrow, Jinal Patel.
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Jacquelyn Burke
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Jacquelyn Burke
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