Kendall Marchman Email & Phone Number

Flowery Branch, GA, US

Alpharetta, Georgia, United States

Alpharetta, Georgia, United States

Atlanta, GA

• Ensured successful management of third party vendors, which comprised the daily valued institutional 401k product offering ($5.1B institutional book of business / 72,000 participant lives), including oversight of bank.
• Sustained collaborative relationships with multiple vendors / providers, including service-related issue escalation and resolution.
• Participated in vendor contract review and monitoring, including required internal substantiation.
• Provided third party risk management oversight via day-to-day management, as well as required annual milestones.
• Conducted product and service reviews to identify opportunities for future improvement / enhancement and mitigate risk by ensuring vendors’ compliance within bank standards
• Developed and prioritized business development plans by submitting business requirement documents for review and annual scheduling.

Atlanta, Georgia, United States

• Managed daily administration of defined contribution and non-qualified retirement plans. Served as primary point of contact for plan sponsors of retirement plans.
• Provided ongoing consultative plan document interpretation, which included guidance on industry trends and relevant legislative updates.
• Acted as intermediary with supporting departments to assist in collaborative / seamless service.
• Partnered with third party vendors such as investment advisors / consultants, attorneys, auditors, etc. on behalf of clients.
• Conducted on-site quarterly and annual plan reviews for plan sponsor.
• Managed/monitored fees and pricing structures, including fee benchmarking.

Atlanta, Georgia, United States

• Supported assigned Relationship Managers and specific account load. Served as day-to-day contact for support of defined benefit pension, 401k and non-qualified pan sponsor clients, including acting as Relationship.
• Maintained all legal/compliance plan documents and service agreements related to relationships.
• Completed annual compliance reviews on trust system.
• Prepared client review books and fiduciary materials/required reporting/data for quarterly and annual plan. review meetings, including attending and presenting materials and data as required.
• Assisted in management / monitoring of fee accruals and completion of departmental regulatory compliance initiatives.