Marty Cudnik Email & Phone Number

Philadelphia, Pennsylvania, United States

Newtown Square, Pennsylvania, United States

Prepare pension benefit packages in accordance with plan provisions and established procedures.Review plan activity to ensure funds are properly and accurately accounted for, calculated and distributed.Review retiree pension records and contact them for more information if needed.Respond to participant inquiries in a timely and accurate manner.Oversee all participant communications based on company procedures.Assist in calculation of pension benefits according to participant’s plan.Prepare pension summaries and paperwork for participants.Provide administrative support to pension management team when needed.Recommend process improvements to complete assigned work within expected quality and deadlines.Conduct trainings and mentor Junior Analysts when required.Review pension records for accuracy and completeness.

Philadelphia County, Pennsylvania, United States

Well-versed with the Carpenters Defined Benefit and Defined Contribution plans while having general knowledge of the Health & Welfare Plan. Prepare and perform in-person retirement appointments with members to help them better understand their accounts prior to their retirement and also post-retirement.

Philadelphia, Pennsylvania, United States

Responsible for collecting and analyzing tax, payroll, and transaction records to ensure signed construction companies are correctly paying the members their benefits.Created audit plans, payroll spreadsheets, audit billings and memos while utilizing Microsoft's programs such as Word, Excel & Access.

Managed multiple tasks in a pressured environment while also assisting customers by providing helpful information about their banking needs.Cross sold new accounts and gained referrals through the sale of products, which also includedloan and mortgage applications.

Philadelphia, Pennsylvania, United States