Michael Gray Email & Phone Number

• Prepare and disseminate loan, hardship and distribution forms to participants• Consult plan document to assure that distributions comply with plan parameters• Verify participant hours and vesting • Calculate permissible loan amounts• Check completed applications and participant forms for correctness, ensuring compliance with Department of Labor and IRS retirement plan regulations• Process distributions across multiple platforms (Aspire, Nationwide, John Hancock, etc.)•… Show more • Prepare and disseminate loan, hardship and distribution forms to participants• Consult plan document to assure that distributions comply with plan parameters• Verify participant hours and vesting • Calculate permissible loan amounts• Check completed applications and participant forms for correctness, ensuring compliance with Department of Labor and IRS retirement plan regulations• Process distributions across multiple platforms (Aspire, Nationwide, John Hancock, etc.)• In daily activities, use MS Word, Excel and Datair Show less

• Prepared and disseminated loan, hardship and distribution forms to participants• Consulted plan document to assure that distributions comply with plan parameters• Verified participant hours and vesting • Calculated permissible loan amounts• Checked completed applications and participant forms for correctness, ensuring compliance with Department of Labor and IRS retirement plan regulations• Processed distributions across multiple platforms (Aspire, Nationwide, John Hancock,… Show more • Prepared and disseminated loan, hardship and distribution forms to participants• Consulted plan document to assure that distributions comply with plan parameters• Verified participant hours and vesting • Calculated permissible loan amounts• Checked completed applications and participant forms for correctness, ensuring compliance with Department of Labor and IRS retirement plan regulations• Processed distributions across multiple platforms (Aspire, Nationwide, John Hancock, etc.)• In daily activities, used MS Word, Excel and Datair Show less

Lansing, Michigan Area

• Prepared and disseminated loan and distribution forms to participants• Checked completed participant forms for correctness, ensuring compliance with Department of Labor and IRS retirement plan regulations• Processed properly completed distributions• Handled and processed payroll contributions for plans on our daily platform• Verified proper nightly transmission of trades on the company’s trading platform, and corrected/ retransmitted any errors ensuring trades price at the… Show more • Prepared and disseminated loan and distribution forms to participants• Checked completed participant forms for correctness, ensuring compliance with Department of Labor and IRS retirement plan regulations• Processed properly completed distributions• Handled and processed payroll contributions for plans on our daily platform• Verified proper nightly transmission of trades on the company’s trading platform, and corrected/ retransmitted any errors ensuring trades price at the current day’s rate• Monitored and automatically forced out eligible participants to an outside rollover company, resulting in savings to the plans• Spot checked monthly participant statement summaries on sponsor website, balanced totals and accounted for discrepancies• Ran reports for trailing distributions on a bi-weekly basis to clear out small participant balances• In daily activities used MS Word, Excel, MSCRM, and Relius to perform record keeping activities Show less

Lansing, Michigan Area

• Printed weekly health care checks, monthly pension checks, and annual vacation checks• Ordered supplies and maintained locked closet filled with checks for various union accounts• Repaired malfunctioning equipment and placed service calls when applicable• Set-up new computer equipment as needed• Printed bulk reports and labels• Stuffed envelopes using mail machine for bulk mailings and transported mailings to US Post Office• Ensured security and integrity of the system… Show more • Printed weekly health care checks, monthly pension checks, and annual vacation checks• Ordered supplies and maintained locked closet filled with checks for various union accounts• Repaired malfunctioning equipment and placed service calls when applicable• Set-up new computer equipment as needed• Printed bulk reports and labels• Stuffed envelopes using mail machine for bulk mailings and transported mailings to US Post Office• Ensured security and integrity of the system following company policies/standards Show less

Lansing, Michigan Area

• Collated and keyed information for loans in process• Transmitted forms for verification of employment and bank funds• Ordered credit reports• Deposited checks for loans in process• Performed customer support on five line phone system