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 mandated third-party risk management initiatives. Provided support and comprehensive training of product enhancements to the line of business Client Services and Sales teams. Acted as Subject Matter Expert on product offering and department ERISA expert. Some specific responsibilities included: • 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. • Scheduled and prepared content for and mediated regularly recurring Product Update Calls for the Line of Business, including ad hoc training and rollout of new and enhanced services• Assisted in new employee onboarding as it related to third party systems and processes.• Implemented special project rollout plans, such as client alignment / business transformation initiatives, mobile app, new experience website rollouts, and the development of marketing / communication plans for both plan sponsor level and participant level. • Delivered consultative assistance to teammates related to plan design features and administrative considerations, new sales support, RFP completion, content review of various plan sponsor and participant marketing communications, problem solving / critical thinking / coaching.

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. • Completed required departmental regulatory compliance initiatives. • Supported new sales efforts, resulting in growth of LOB recurring revenue

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 Manager backup.• 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.