Jadelynn Romito, Cpfa® Email & Phone Number

Medina, Oh, Us

Medina, Oh, Us

Medina, Ohio, United States

Huntington Retirement Plan Services was acquired by OneDigital in July 2023.Partner with the advisor team to support them with plan reviews, participant education, client communication, and any research items.Continue to build relationships with the various recordkeepers we work with and better understand each platform and the resources available.

www.jadelynnromito.arbonne.comArbonne is a health and wellness company with over four decades of history. Our brand philosophy embraces the connection between a healthier mind, a stronger body, and more beautiful skin.I learn about the products that Arbonne offers, use them daily as part of my family's healthy lifestyle, and share it with others.I spend time on personal development by listening to podcasts (favorites are The Ed Mylett Show and The Mindset Mentor) and reading books (currently reading Everybody Always by Bob Goff).This journey has helped me and continues to help me with confidence, communication skills, presentation skills, serving others, building relationships, and most importantly having fun!

Fairlawn, Ohio, United States

Trained new education consultant as I transitioned into the new role as retirement plan analyst.Partnered with the advisor team to support them with plan reviews, participant education, client communication, and any research items.Continued to build relationships with the various recordkeepers we work with and better understand each platform and the resources available.

Akron, Ohio, United States

Provided participant education for the 401k and 403b clients in Northeast Ohio region in groups and/or individual sessions both virtually and in person.Common topics I presented included: retirement plan basics, investment basics, roth vs pretax, and customized presentations to the company's plan setup.Scheduled meetings based on client needs and expectations. Was available to communicate directly with participants to assist with tasks such as a rollover into the plan and follow up items from a prior meeting/conversation I had with them.Learned all the recordkeeping platforms we worked with and became familiar with the tools and resources they offered to educate the participants on this as well.

Richfield, Ohio, United States

Partnered with Client Service Manager (CSM) on the largest Schwab RPS relationship at that time.Responsibilities included researching participant inquiries, prepare customized reports for plan sponsor and consultant, monitor plan limits and communicate updates to participants on a payroll basis.Identified areas of improvement and created several new internal procedures to increase efficiencies with the unique processes involved.Formed a project team to discuss best practices and efficiencies regarding plan transitions, backup situations, etc. Implemented a master reporting list to track all of the reports that each specialist completes for their plan assignments.

Richfield, Ohio, United States

Daily data management including file loads, reconciliation and reporting.Processed daily settlement activities including option exercises, restricted stock lapses, dividend payouts and employee stock purchase plans.Supported the Client Service Manager (CSM) team by performing research and resolution steps to ensure we were able to respond to the client needs timely and accurately.Regularly interacted with internal and external clients to ensure seamless processing and support.Participated in the testing of new system releases and technology upgrades.

Richfield, Ohio, United States

Completed ADP/ACP Discrimination Testing and prepared Form 5500s for assigned set of clients.Was a member of two centralized teams that supported the department with specialized tasks and responsibilities like earnings calculations for participants with excess contributions in the plan.Was involved in training internal partners on various tasks to improve the team's effectiveness and productivity.Gained proficiency in Microsoft Office programs, such as Word, Excel, Outlook, and Access.

Richfield, Ohio, United States

Gained knowledge about the retirement plan industry.Assisted the team with any projects/tasks that I was capable of doing to relieve some of their workload.Completed the operational procedures for ADP/ACP Discrimination Testing and Form 5500s.