Jamar Phillips Email & Phone Number

United States

• Primary administrator and vendor contact for US Retirement Programs including 403(b) and 409A
• Recreated, updated and managed new retirement benefit website for 3000 US employees
• Educate and advise participant employees on plan provisions and options
• Provide analysis and recommendations to Board of Trustees
• Reconcile funding differences between Payroll & Vendor for 403(b) and 409A.

• Served as knowledge expert, point of contact and primary administrator for US Retirement Programs
• Research and answer escalated retirement benefit and policy interpretation questions from participants
• Manage vendors for defined contributions, defined benefit, nonqualified and Trust recordkeeping services
• Lead in creation and distribution of retirement program related materials and conduct benefit presentations monthly
• Organize materials for internal and external auditors for US Retirement Programs
• Experience using Microsoft Office including Excel for large data sets such as payroll and census materials

• Senior contact for retirement plan clients regarding qualified plans
• Manage & advise 80 clients on 5500 filings, compliance testing and plan amendments annually
• Analyze & resolve payroll discrepancies for client advisors and plan sponsors with 97% problem resolution rate
• Facilitated onboarding for 7 new clients and built strong foundational partnerships with plan sponsors & advisors
• Service book of business around 80 retirement plans with 97.5% satisfactory reviews in performance reviews.
• Knowledge using FT Williams, complex Microsoft excel functions and Salesforce for data collection/analysis

Malvern, Pennsylvania

• High net worth representative completing trade execution and transaction resolution for broker dealer clients. Render in-depth expertise and guidance on managed account services. Institutional Retirement Plan expert.
• Manage client plan sponsor requests for qualified and non-qualified plans
• Educate clients on various financial matters and provides professional guidance on investment opportunities, products and services based on each clients' individual needs
• Facilitate client plan sponsors to fund retirement programs using mutual funds and other options to manage, customize and diversify portfolios
• Leads projects and analyze data to prepare reports regarding plan performance enhancement
• Assists the onboarding team for new clients and helps facilitate due diligence and non-discrimination testing for institutional retirement plans

Malvern, Pennsylvania, United States

Providing high quality client service across Institutional Participant Services by responding to participant inquiries and providing account and plan information from various information systems. Responding to plan participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication. Identifying.

Malvern, Pennsylvania, United States

Facilitate investment education and broker trades for institutional retirement participants in qualified retirement plans. Mutual funds and Unit Investment Trusts are the securities traded most in these plans.

Malvern, Pennsylvania, United States

Answer inquiries related to institutional retirement plans and help participant investors transact on their accounts. This includes, payroll deduction changes, rollovers, IRS qualified hardship withdrawals, retirement withdrawals and general account inquiries.

Broomall, Pennsylvania

The Franklin Mint Federal Credit Union's mission is to be the financial institution of choice for life by providing Speed, Service and Convenience. My responsibilities included: Actively cross-selling any appropriate credit union products to members that may have a need. These products include loan products, financial tracking software, facilitating advice.