- Improved client relations through thorough clear explanations of products and services over the phone and email- Administered over sixty individual retirement plans including 401(K), Profit Sharing, Nonqualified and Defined Benefit plans with some plans valued at over $3M in assets- Produced yearly valuations and annual reports for all retirement plans, including 5500 government form filings (schedule A, B, I, R, SSA) and PBGC forms using which were submitted to EBSA- Made sure plans passed discrimination testing by performing ADP/ACP tests, Top Heavy tests and 404 tests- Reconciled financial assets to determine yearly pension plan contributions- Worked directly with an onsite actuary

- Analyzed pension and post retirement plans with up to 5,000 participants and over $20M in assets- Prepared numerous government forms (Schedule B, PBGC) to be used for pension consulting- Calculated individual’s pension benefits to be received upon early, normal, or deferred retirement

- Conducted intensive research on global data to identify potential markets for growth- Compiled spreadsheets and reports on global data and competitors- Translated documents from French to English- Prepared presentations on data and findings to be shown at market strategy meetings