Michael Ardito Email & Phone Number

In this role, I oversee and optimize the client experience for 401k retirement plans at John Hancock. Managing a substantial book of business valued at nearly $2 billion, I am responsible for 30 key clients and the overall satisfaction of almost 30,000 plan participants.Key Responsibilities:Proactively manage client relationships, ensuring their needs are.

Enfield, Connecticut, United States

Primarily servicing 457b, 401a, ERISA 403b, Non-ERISA 403b, and Non-Qualified plan types. Full book of business size just over 460 clients totaling nearly $850 Million in assets. Accountable for delivery of services to plan sponsors, advisors, partners, and third party administrators. Managed daily communications with internal and external parties.

Primarily servicing 401k, 457b, and 403b plan types. Administrative task completion with an emphasis on meeting service level agreements for internal client management partners spanning various areas and teams. Most time spent as a lead regarding procedure drafting, training, coaching, and mentoring. Subject matter expert relating to the three.

Primarily servicing 401k and ERISA 403b plan types. Full book of business size of just over 70 clients totaling nearly $550M in assets. Supported day to day administrative tasks with clients. Provided in depth knowledge of plan year regulatory responsibilities. Provided training with new plan administrators and advisors on websites and processes. Assisted.

Enfield, Connecticut, United States

Primarily servicing 401k, 457b, and 403b plan types. Task completion with emphasis on meeting Service Level Agreements. Ensuring a positive and friendly experience with Account Managers I supported as well as other internal partners and teams. Able to accomplish work in nearly half the time as the roles average. Skilled usage of multiple recordkeeping.

Enfield, CT

Primarily servicing 457b, 401, ERISA 403b, and Non-ERISA 403b plan types. Participant level customer service and support. Answered a broad array of inquiries regarding participant retirement accounts. Customer education on their retirement accounts and options is a strong focus. System navigation & transaction processing for participants within their.

Manchester, Connecticut

Achieved aggressive sales goals spanning a wide array of products and services.Managed over 200 employees in day to day tasks within one of the largest stores in Connecticut with an annual revenue of over $65 million..Executed operational duties to ensure compliance with Store Operating Procedures. Created multiple processes that became district and then.