John Kasprzyk Email & Phone Number

Waltham, Massachusetts

Review plan documents and perform a protected benefit review, offering practical solutions to adopt Fidelity's products and services. Manage all aspects of project budget; hours for each resources assigned, changes to estimated scope (i.e., requests for additional resources, increased costs to client). Maintain continuous alignment of project scope with.

Responsible for the management of all aspects of the conversion process and establish target dates using project plans and internal department and company tools. Review plan documents to determine operational issues and any potential constraints as they relate to recordkeeping. Coordination of correspondence, conference calls, meetings and presentations.

Perform thorough research on technical issues, determine effective and strategic resolutions to support client services and the business.Research and respond to issues of both functionality and administration of system issues.Manage an average of 15 fund mappings each month. Provide outstanding product-level support to end users and technical.

Responsible for the management of all aspects of the conversion process and establish target dates using project plans and internal department or company tools. Review plan documents to determine operational issues and any potential constraints as they relate to recordkeeping. Coordination of correspondence, conference calls, meetings and presentations.

Accountable for the management of all aspects of the conversion process to ensure a smooth, accurate and timely implementation of defined contribution plans. Review conversion documents for protected benefits. Coordinate correspondence, conference calls, meetings and presentations with client and internal departments. Reconcile and balance records and.

Serve as primary contact with prior recordkeeper for both the test and live data conversion.Foster and initiate communication with clients and external business partners. Analyze and review data conversion requirements to ensure all data required is identified on the record layoutand provided on the master files. Prepare conversion mapping.

State Street Global Advisors

Responsible for overall administration and daily recordkeeping operations of multiple defined contribution plans and for maintaining professional and effective relationships with multiple clients. Oversee staff responsible for plan processing, various daily and periodic reconciliations, and communication with participant service representatives.Develop and.

Served as consultant representing State Street Global Advisors to external clients: implementing plan enhancements, coordinating financial reporting initiatives, developing individualized account reporting, and maintaining positive client relationships.Responsible for creating over 80 different calculators for extracting data from OmniPlan to create.

and produced statistical reports involving specific plan attributes and features. Assisted in using this data to create formal report documents for annual service review appraisals across several client relationships.Identified and resolved implementation system design flaws to bring affected plans into compliance from a legal/business.

Responsible for various quality assurance initiatives governing manual transaction processing and quarterly statement production.Processed annual profit sharing contributions, installments, dividends, and complex adjustment transactions.Provided nightly pricing services for eight defined contribution plans.Developed a solid knowledge base of the mutual.

Provided client support through verbal and written communication: identifying, researching, and resolving plan and participant issues.Reconciled defined contribution plan records using accrual and cash accounting methodology(s).Trained and provided continuous development support for new employees.Ensured timely and accurate processing of plan.