Senior 401(K) Specialist
Current• Managed a $350 million 401(k) Profit Sharing Multiple Employer Plan (MEP) as part of the third party administration team• Collaborated with Transamerica Retirement Solutions LLC to complete over 100 successful 401(k) plan transfers to the MEP while following IRS & Department of Labor laws and regulations• Invoiced over 700 companies for annual administration and set up fees while creating and implementing a streamlined process for billing• Led weekly team meetings presenting on 401(k) plans’ statuses throughout the transfer process• Communicated directly with the Vice President of Retirement Services regarding prospective plan cost comparisons• Received the 2023 Quarter 4 “PEOple’s Choice Award” for outstanding client service