Michael Diphilippo Email & Phone Number

Responsible for managing the development and production of participant forms for defined benefit and defined contribution clients. General responsibilities include: • Review SPDs, plan documents and other supporting plan documentation to gain a comprehensive understanding of plan provisions and develop a strategy to establish appropriate forms by balancing customer service with sound business judgment. • Execute all necessary updates to forms and systems to reflect regulatory changes. • Maintain a library of forms. Create new form variables and templates as needed.• Test forms and process to ensure production works correctly.• Work closely with the Conversion, Consulting and Relationship Manager Groups to understand in detail their clients’ needs. • Prepare periodic management reports for management showing trends and work volumes. • Work with internal partners on enhancements and manage various special projects for the department