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I have over 25 years of experience in the Retirement administration industry. I have worked in roles in client facing, operations and compliance services management. My focus on creating positive customer experiences and ability to transform business vision into strategy have helped me drive bottom line results. Communication, people leadership, project management, operational discipline and process improvements are some of my strongest attributes.
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Director Plan ComplianceEmpowerHazel Green, Wi, Us -
Director Plan ComplianceEmpower Apr 2022 - PresentUnited States*Lead a team of technical professionals responsible for all aspects of compliance testing for Defined Contribution plans. *Team responsibilities include completing annual non discrimination testing for IRS compliance and calculating plan sponsor contributions to plan participants.*Strategic capacity planning and development/implementation of annual operating plans is one of my key roles to ensure process efficiency and team success. -
Plan Compliance Services ManagerPrudential Financial Jun 2016 - Mar 2022Dubuque, Iowa Area*Lead a team of technical professionals responsible for all aspects of compliance testing and reporting functions for Defined Benefit and Defined Contribution plans. *Team responsibilities include completing annual plan valuations, testing for IRS compliance, 5500 reporting and calculating plan sponsor contributions to plan participants.*Strategic capacity planning and development/implementation of annual operating plans is one of my key roles to ensure process efficiency and team success. -
Operations ManagerPrudential Financial Mar 2012 - Jun 2016Dubuque, Iowa Area*Oversee a team of associates responsible for accurate and timely processing of Defined Contribution transactions. *Responsible for ensuring quality and productivity targets are met according to service level agreements.*Ensures budget targets are met through effective capacity plan management, staffing management, overtime oversight and expense management diligence.*Seek opportunities to reduce non-standard processes and implement efficiency gains.
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Senior Relationship ManagerPrudential Financial Jan 1999 - Mar 2012Dubuque, Iowa Area*Serve as the main point of contact for clients by managing all aspects of their retirement plans.*Experience with Defined Contribution, Defined Benefit and Non Qualified plans.*Partner with clients to assess the needs of their retirement plans and implementing new products and services that align with the goals they have set to provide an industry leading retirement plan benefit for their associates.
Kelly Kunkel Education Details
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Business Administration And Management, General
Frequently Asked Questions about Kelly Kunkel
What company does Kelly Kunkel work for?
Kelly Kunkel works for Empower
What is Kelly Kunkel's role at the current company?
Kelly Kunkel's current role is Director Plan Compliance.
What is Kelly Kunkel's email address?
Kelly Kunkel's email address is ke****@****ial.com
What is Kelly Kunkel's direct phone number?
Kelly Kunkel's direct phone number is +156359*****
What schools did Kelly Kunkel attend?
Kelly Kunkel attended University Of Wisconsin-Platteville.
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Kelly Kunkel
Her Mission Functional Barre Fitness Instructormom And Manager At Kunkel HomeAshland, Ne4gmail.com, gmail.com, barmethod.com, theingredient.com -
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