Maria Milano Email & Phone Number

Greater Boston Area

• Define Fidelity’s Define Contributions and Employee Communications Offering
• Facilitate the identification of Fidelity’s product offerings and best practices
• Develop the infrastructure to support adherence to new standards
• Assist with the collection of data for existing clients for migration opportunity
• Play a key role in planning for client migration to product standards

• Developing best practices across Tax Exempt Market
• Standardize base product and service offerings
• Responsible for the design, development, on-going management and maintenance of new and enhanced products and services
• Product subject matter for Automatic Enrollment, Annual Increase Program, Freedom Funds Default, By Phone/NB Services, De Minimis Distribution and Automatic Workplace Savings Program
• Assisted with the development of client ready materials
• Partner with client-facing teams

• Overall responsibility for Plan Sponsor satisfaction as it pertains to recordkeeping issues
• Primary contact for the Plan Administrators- 23 relationships, 54 plans
• Negotiate, develop and implement recommendations for process improvements
• Resolve inquires regarding all plan and participant recordkeeping events, which include plan level regulatory, testing and reporting issues
• Assist Plan Sponsors with any IRS regulatory updates
• Knowledge of multiple plans: 403(b), 401 (k/a), 457(b), 457 top hat plans

• Managed the processing and reconciliation of participant and plan financial data within the record keeping team
• Communicated with clients and participants on the phone and in writing
• Communicated with client managers and auditors to supplement information obtained from the plan profile and workstation edits

• Responsible for providing quality customer service by meeting the customers needs
• Ensure accurate and timely execution of customer requests including transaction, forms, information and other inquiries
• Educated the customer to meet their retirement needs and options in terms of investment tools, vehicles and products
• Process maximum exclusion allowance forms and assist customers with their results

Master Of Business Administration (Mba)

Bachelor'S Degree