Jessica Trott Email & Phone Number

Maintains documentation of compliance activities, creates and uploads plan documents and amendments for new and existing clientele, and generates annual notices to be distributed by the administration team. Assists with onboarding new clients working directly with the company President, Financial Advisors, and Plan Sponsors to complete retirement plan design, provide necessary paperwork to Recordkeepers, and participate in implementation meetings throughout the onboarding process.

Fairfax, Va

Worked closely with Uniglobal Sales Team, Uniglobal Administration Team, Financial Advisors, and new clientele to implement new and takeover retirement plans initiating plan design and document creation. Worked closely with recordkeeper implementation teams and client contacts to complete installation paperwork, provide required notices, and instruct on proper plan operations.

Worked closely with Financial Advisors and new clientele to complete new plan set-up with various recordkeepers by reviewing Plan Submission Proposals, moderating phone and email communications between Plan Providers, Plan Sponsors, Sales Consultants, Advisors, and TRA Documents Team to execute Safe Harbor 401(k) Retirement Plans.

Woodbridge, Va

(Please note: The Retirement Advantage, Inc. (TRA) acquired Capital Pension Services, Inc. effective January 1st, 2016 at which point my previous position dissolved, falling under the existing management infrastructure at TRA.)Served as liaison between various managers and Team Leads within TRA to assist with the integration of accounting and invoicing systems, client files and documentation, and managing Woodbridge office staff. Provided administrative support for various departments within the company by fielding questions regarding client retirement plans, preparing correspondence, memoranda, and financial reports, maintaining databases and spreadsheets, preparing and reviewing distribution and loan paperwork, preparing and reviewing applicable tax forms for client retirement plans, and other special projects as assigned.

Worked closely with the company President and Vice President in overseeing staff. Maintained professional and technical knowledge by attending educational workshops and reviewing professional publications. Ensured legal compliance by monitoring and implementing applicable federal and state requirements for human resources. Obtained revenue and paid invoices by verifying and completing payable and receivable transactions. Maintained company financial records, prepared and ran semi-monthly payroll, and tracked and ordered office supplies, furniture, and equipment as needed. Provided other assistance as required by the company owner.

Served as an administrator for the Workforce Management Program and assisted in the placement of employees who were uncovered staff and/or in search of a career move.

Served as liaison between CACI Field Technicians and Client Implementation Group during telecommunication circuit installations. Responsible for scheduling, tracking installations, and completing administrative report of work performed onsite for installations.