Performed plan installation and setup for retirement plans to the operating system using OMNI to then distribute to the administration team.Loaded compensation, hardships, contributions, investment elections and other participant data to the operating system with use of Plan Convert & OMNI to maintain that the plan mirrors to the previous recordkeeper at the satisfaction of the project analyst.Extensive interactions with key stakeholders and clients to resolve issues over the phone, email and also with plan providers.Send communications to internal and external business groups for both businesses gained (conversion), mergers, businesses lost (deconversion) to make sure everything is satisfied with all partiesMonitored, tested and serviced a variety of Retirement Savings Plans with assets up to 50 million on a daily platform to maintain plan compliance according to regulations.Managed training of new employees in the department, which yielded strong and knowledgeable teammates.Operated completed targeted milestones designated by supervisors.Participated with Mid-year & Year-end review under Senior Supervisor.

Monitored and serviced a variety of Retirement Savings Plans with assets ranging from $100,000 to 3 million on a daily platform using OMNI to maintain that the plan remains in compliance to government regulations.Managed training of new employees of department, which yielded strong and knowledgeable teammates to the department.Participated in 70 1/2, In-Service, Hardship, Lump Sum Distributions, Contributions and Loans along with everyday daily processing, which kept the plan in compliance and yielding results of satisfied plan sponsors.Operated to complete targeted milestones designated by supervisors. Participated with Mid-year & Year-end review under Senior Supervisor.

Monitored and serviced Retirement Savings Plans with assets ranging from 1 million to nearly 600 million on a daily platform using WyStar.Completed all IRS compliance testing within service agreement standards using ASC.Made corrective calculations to ensure compliance.Managed training of new employees of department, which yielded strong and knowledgeable teammates to maintain quick deadlines determined by government regulations and department standards.Participated in Required Minimum Distribution calculations and reporting to meet the standards met by government and department standards.Calculated Profit Sharing and Forfeiture Allocations per the plan’s legal documentation to meet legal document standards.Provided technical solutions for a wide range of internal and external complications.Operated to complete targeted milestones designated by supervisors. Participated with peer reviews under Senior Supervisor.

Provided customer service for a variety of 401(k) plan accounts using WyStar and Trust Mark Systems. Verified accuracy of data and reports using established legal documents, procedures and regulations.Processed daily, weekly and monthly transactions with adherence to established service standards.Researched and responded to all internal and external client inquiries and transactional issues.Trained new employees of the Processing Team, which yielded strong and knowledgeable teammates to service the clients.Creative thinking to solve various discrepancies prior to escalating major problems to appropriate senior staff or management.Assisted in implementation of forms and procedures to capitalize workflow and efficiency.

Manage a staff of 10 -15 employees, scheduling, deposits, product placement, ordering, presenting a positive and clean environment for employees and customers