• Serve as a primary point of contact between clients (approximately 135), broker and vendors, relating to the administration of plan requirements, compliance, and processes. Plan size averages from 1 to 1000 participants. • Reconcile annual trust reconciliations.• Assist with administration on Cash Balance Plans.• Follow up with clients on Cycle 3 document restatements, submit amendments.• Verify annual compliance testing and reconciliation (Eligibility verification, Verify that employer contribution deposits match calculations in many instances) to ensure the clients’ plans are in compliance with the IRS non-discrimination requirements.• Assist auditors with any documents request• Prepare a signature ready Form 5500 and any reports and returns required by IRS, DOL or other government agencies through FT Williams.•Calculate lost earnings and prepare Form 5330.•Submit corrections to vendors for plans needed.•Completed special projects for manager with V-Lookup for 2 plans.

• Approached family and friends by calling or face to face to introduce about New York Life Insurance. • Determined clients’ particular needs and financial situations by scheduling fact-finding appointments.• Educated and advised clients of benefits, features, and regulations of life insurance.• Guided the client through the application and issuing of insurance policies procedure.• Obtained underwriting approval by completing application for coverage.• Completed coverage by delivering policy.

• Led a two year-long project (2017-2019) through completion supervising eight analysts to reconcile earnings and service calculations between HR system (SAP) and web application (AIS).• Using the experience from previous projects, successfully led a successive project with roughly twice as many calculations supervising only six analysts. Finished project with fewer resources in half the time.• Led weekly meetings, assigned and distributed work, created thorough documentation with detail examples, and delivered month-end reporting to upper management on projects progress and analysts’ performance. • Performed in-depth research on 274 retirees to determine eligibility for Form 5500.• Subject Matter Expert on retirement calculations for all special cases and responsible for a monthly QA of outsourced (Argentina) team’s calculations amongst multiple systems and correct issues as needed up to redoing the entire calculation.

• Helped QA new tools that our team developed by independently finding test cases from six different calculation methods and provided feedback on tool’s calculation results.• Performed different types of benefit calculations such as death, disability, deferred vested, retirement, date of marriage & division calculations (Qualified Domestic Relations Order), and service calculations.• Led monthly meetings with clients to define projects’ scope and objectives, prepared work plans, documented and monitored project schedule to ensure timelines and target dates are met.• Documented process and trained outsourced resources in how to calculate pension benefits for about a dozen different plans – each with different rules and calculation steps.• Reviewed and interpreted various benefit plan documents to ensure plan compliance, respond to inquiries, and resolve issues as needed.• Responsible for final verification of accurate earnings pension calculations reconciliation between system of record (MUD) and web application (AIS) on a multi-year project (2013-2019).

• Prepared and reviewed pension benefit calculations by reading and interpreting contract language to find methods of calculation.• Recognized for ability to tackle hard problems and was made responsible for special projects with extremely difficult niche benefit calculations.• Pointed out to management potential issues with calculations, gathered relevant information, and worked with client and internal teams to resolve them.• Maintained and updated documentation for audit purposes.

• Managed and motivated a team to increase sales and ensure efficiency.• Ensured standards for quality, customer service, and health & safety are met and responded to customer inquiries, comments, and complaints, resolved issues as needed.• Interviewed potential staff, provided, and organized training & development.• Organized special promotions, displays, and events.