Jaswick Williams Email & Phone Number

New York, United States

Manage and coordinate pension & retirement plans. Assess and resolve issues, while translating complex information into understandable terms. Support the retirement processes and initiatives. Make recommendations for new projects; identify opportunities for business process streamlining; review retirement plan documents and recommend updates in accordance with church plan rules. Train and mentor Benefit Assistants.Assess member needs; recommend and promote suitable alternative retirement products or services.Analyze retirement situation and prepare benefit calculations accordingly. Ensures compliance with Plan provisions and accuracy of participant data.Manage member enrollment process working closely with internal business partners to ensure a seamless and positive client experience. Participate in monthly meeting to assess workflow and identify areas for process improvements.Work with members to deepen participation in retirement programs that would lead long term financial security. Review retirement income based on plan provisions; calculate pre-retirement annuity options; review and make adjustment to annuity income stream upon the death of a joint annuitant.

United States

•Work collaboratively with colleagues across all HR Solutions Center to provide timely and accurate responses to promote positive employee experience. •Address all inquires, phone, emails and walk in a professional an expeditious manner •Administer and provide subject matter expertise for NYU Langone Health's tuition benefit programs. •Tapped to work with other colleagues to identify future organizational career needs.•Participate in the implementation of process continuous improvement projects to enhance how support services are delivered. •Troubleshoot and research on how employee data issues occur and develop and recommend ways to avoid future escalations.

United States

•Successfully completed rigorous 5-6 weeks Epic credentialed trainer boot camp.•Employed blended learning approaches to engage various adult learning styles: visual aids, classroom exercises, lectures and hands on guided exercises•Worked closely with Principle trainers to develop relevant material: Quick Start Guides, Tip sheets, and Lesson Plans.•Utilized LMS to manage training metrics and audit trail.

United States

•Developed and implemented student-centered lessons in all subject areas for a diverse group of 6th grade special and regular education students.•Adapted lessons to meet individual needs by reviewing students’ backgrounds and learning needs through IEPs and pre-assessments.•Incorporated cross-curricular components into lessons and units. Introduced and facilitated the Virtual Stock Market game to a highly diverse group of middle school students. Devised projects for individual investigation and small group collaboration suitable for students with a wide range of interests and achievement levels.Collaborated with colleagues on grade level curriculum planning. Communicated with parents on a regular basis through progress reports, phone calls, and emails. Utilized formative and diagnostic assessment tools to identify learning strengths and needs of students.

United States

•Developed and facilitate training presentations to new financial consultants.•Successfully piloted and implemented the new organizational training program.•Reduced by 50% the amount of time required to train new field consultant by utilizing e-learning and single source publishing platform.•Periodically reviewed training objectives to ensure consistency with investment product offerings and adherence to the mission of the organization.

United States

•Counseled participants on pension plans, tax deferred annuities and available investment options. •Provided authoritative information upon which important personal financial planning decisions were based. •Well versed in defined benefits and other pension pplans•Astutely established rapport and sense of trust with customers that resulted in near-100% retention of high-net worth clients.•Utilized consultative tools to identify investment strategies suited to meet customer retirement needs.•Worked collaboratively with business partners and referred customers who needed comprehensive retirement and estate planning needs.•Established TIAA-CREF as the company of first choice for employees when they made retirement planning decisions. •Planned and facilitated planning and educational investment seminars •Stayed abreast of changes in ERISA, 403B, 401K and other pension legislations. •Nominated to be a member of the Personal Consulting Group to work exclusively with high net worth clients to provide personalized service with the goal to step asset outflows.

United States

•Listened, analyzed and answered participant's inquiries which required plan interpretation and investment options. •Provided plan interpretation, retirement option and fund distribution options.•Worked collaboratively with the Regional Offices and referred who required more personalized and extensive financial planning.•Consistently recognized for superior customer service. •Recognized for outstanding sales, service and leadership.

Certificate, Information Technology

Provided an overview of the current state of information technology, and more importantly, its use for and by business.

Teaching Certification Courses, General Studies

Bachelor Of Arts - Ba, Economics

Activities and Societies: President, Alden Manor Civic Association, 2005 to Present Member, Community Coalition Council