Responsible for implementing client benefits (retirement funds) and effectively integrating employee data and deductions.Request and gather necessary prior documentation, plan compliance testing and census information to successfully transition the plan and draft the plan documentsWork closely with new clients, advisors and recordkeepers to establish plan set up /transition. Complete recordkeeper vendor forms with suggested plan provisionsReview and explain the drafted Adoption Agreement with the client to insure complete understanding of the plan provisions prior to signatureMonitor recordkeeper websites to confirm first deposits are correctly made; collect conversion file/Year-to-Date Trust Reports for conversion plans.Communicate with clients, provide excellent customer service, and build meaningful relationships for a successful handoff to ongoing account manager

Third Party Plan Administrators of Retirement Funds. Executive Assistant to the CEO and New Business Department