Matthew Forst Email & Phone Number

Yorkville, IL, US

Seattle, WA, US

Seattle, WA, US

• Responsible for all operational tasks associated with servicing qualified and non-qualified defined benefit pension plans in compliance with the plan’s provisions and administrative policies
• Assist in the development of the Requirements Documents for new implementations or ongoing client updates
• Lead monthly status meetings with assigned clients to ensure we are meeting objectives and goals
• Establish efficient workflow processes, monitor daily productivity, and implement modifications to improve overall effectiveness of personnel activities
• Provide client relationship management inclusive of excellent written and verbal communications, responsive follow through and advocacy for client issues
• Develop verifiable test plans, execute test cases, and perform validation testing to ensure programming meets the design requirements and specifications

London, GB

• Proficient understanding of Defined Benefit principles and legislation
• Perform manual intervention, including manual calculations and data cleanup to ensure accuracy and quality of calculations
• Act as a resource for various topics such as: age 70½ minimum distribution rules, Schedule SSA (and other governmental) filings, pay limits, post-65 accrual rules, suspension of benefits rules, taxation of benefits.
• Ability to lead special projects such as benefit statements, data correction projects, funding notices, address searches, and RMD/late retirement calculations
• Coach team members on Defined Benefit principles and best practices
• Participate and support project manager in team meetings and client status meetings

London, GB

• Comfort and assist participants of pension plans through customer service calls
• Process pension calculations using Final Average Pay and Cash Balance formulas
• Collaborate and set weekly meetings with colleagues to achieve client objectives
• Partner with the pension payroll team to ensure monthly trustee transactions are successful
• Mentor and support new hire positions and contractors
• Aon Stars Empowerment of Results Recipient

St. Louis, MO, US

• Achieve monthly customer service satisfaction goals
• Accountable to obtain daily and monthly sales goals
• Ensure call-in customers reserve a rental by negotiating prices
• Perform customer courtesy calls to receive feedback on performance
• Achieved #1 position in sales for October 2013
• Accomplished highest ESQI (Enterprise Service Quality Index) increase for customer service rating in a 3-month period

Chicago, IL, US

• Responsible for supervising, coordinating and taking care of up to 25 children on a daily basis
• Undertook the responsibility of coaching and training multiple teams for football and basketball through the Park District
• In charge of facilitating fundraising efforts and rallying support through youth programs to ensure successful fundraising events
• Recruited players and coaches for athletic leagues; whether it was through word of mouth or cold calling new prospects
• Coordinating skill camps and sport programs for youth ages 6-13
• Certified in CPR/First Aid

Itasca, IL, US

• Ensuring quality customer service at checkout by bagging groceries in an efficient manner
• Helping to facilitate efficient transactions at checkout
• Properly maintaining inventory and shelf utilization in accordance with company policy
• Organizing shelves to have brand labels facing out toward consumer for easy selection

Bachelor Of Arts (B.A.), Communication- Public Relations

Education record