Denise Mayo Email and Phone Number
Texas, United States
Denise Mayo's Location
Dallas-Fort Worth Metroplex, United States, United States
Denise Mayo's Contact Details
Denise Mayo work email
- Valid
- Valid
- Valid
Denise Mayo personal email
n/a
About Denise Mayo
Over 15 years of experience in the financial service industry. Extensive knowledge of defined contribution and defined benefit plans. Experience and knowledge of the implementation and account management of employered sponsored plans. Work directly with plan sponsors, adopting employers, brokers and TPA's. Providing guidance and consultative knowledge regarding plan design, IRS, ERISA and Compliance regulations. Successfully established team environment, trained and mentored new hires.
Denise Mayo's Current Company Details
Ameritas
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Sr. Account and Client Consultant
Texas, United States
- Website:
- ameritas.com
- Employees:
- 2655
Denise Mayo Work Experience Details
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Sr. Account And Client ConsultantAmeritasTexas, United States
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Sr. Account & Client ConsultantAmeritas Feb 2022 - PresentLincoln, Nebraska, UsManaged a caseload of 150+ clients with over 12 million in assetsMain point of contact to plan sponsors, TPA and Financial Advisors for all plan related issuesProvided consultative guidance on results of ADP/ACP Testing and assist with submitting Safe Harbor and Profit Sharing contributionsDemonstrate effective service recovery with minimal escalationsDuties for keeping records, account updates, and outgoing mail to clientsReview and amend Plan Documents with plan signatures Identify and manage at-risk clients, partner with RM's to recommend and execute strategy to maintain clientsProvide proactive outreach for important plans and client updates, present and lead virtual meetings as needed.
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Non-Qualified Plan AdministratorNewport Group Jan 2017 - Nov 2020Dresher, Pa, Us• Act as a client liaison between the client and Newport Group, managing the day to day plan activities.• Implement, track, monitor and maintain client non-qualified plan accounts, fixed investments and distribution.• Review and audit plan and participant statements prior to quarter end and before statements post On-Demand.• Collecting and analyzing annual employee census data to determine eligibility for participant prior to plan enrollment. Coordinate and ensure the set-up of On-going and Annual Enrollment.• Audit, process and review plan participant distributions to prevent plan 409A violations. -
Retirement Plan AnalystCrossmark Feb 2016 - Dec 2016Lewisville, Texas, UsProfessionally manage and administer the Company Retirement Plans (U.S. and Canada) ensuringcompliance with the provisions of U.S. and Canada law (IRS, ERISA ,etc.). Knowledgeable of current trends, legislative changes, and practices in both qualified and non-qualified plans.•Monitor/administer eligibility of all associates and ensure appropriate submission of participants’ contributions and loan payments, in a timely manner, per DOL requirements.•Reconciled and analyzed plan data with each pay period for timely reporting. Ensure ongoing compliance with all state and federal laws. Manage relationships with Financial Consultants, Legal Advisers, External Auditors, and Record Keepers.•Administered annual nondiscrimination testing in partnership with vendor and manage annual plan audits and Form 5500 filings adherence to and periodic reviews of U.S. and Canada Plan documents to evaluate plan design issues and procedural changes as necessary.•Developed and implemented participant communication strategy in conjunction with the Plan Administrator. Respond to inquiries and questions concerning the plan and processes and analyze plan data, recommend plan design changes and implement enhancements to the plan as necessary. -
401K Plan SpecialistAdp Jan 2012 - Oct 2014Roseland, New Jersey, Us•Responded to inquiries from ADP TotalSource clients, HR Business Partners and Payroll from incoming emails and voicemails.•Served as a primary contact for day to day recordkeeping matters with emphasis on first call resolution for items related to the Plan compliance, systems and processes.•Provided consultative guidance to the client regarding Non-Discrimination Testing results.•Analyze compliance test results and Plan document to adherence to the applicable rules and regulations.•Promoted participant retention to the client by providing plan review illustrations, enrollment meetings and marketing material.•Worked independently to resolve and provide solutions, with guidance in only the complex situations.•Instrumental in the interviewing process and training of new hires•Prepared marketing materials for assign clients in order to increase participant retention -
Retirement Plan SpecialistGreat-West Retirement Services Sep 2011 - Jan 2012Greenwood Village, Co, Us•Successfully answered incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to plans, product information and tax issues.•Responded appropriately to questions or concerns in relation to investments, in accordance with FINRA/SEC regulations.•Researched and resolved complex issues for internal and external clients.•Directly provided support to relationship managers, plan administrators and brokers. -
Senior Implementation AnalystGreat-West Retirement Services Apr 2007 - Sep 2011Greenwood Village, Co, Us•Performed welcome calls and consulted on new and transfer plans with various contacts.•Coordinated the timely and accurate preparation of plan documents.•Overseed the plan setup process with various client contacts related to operational features and products offered. •Expedited the resolutions of customer’s problems and complaints. •Worked with internal and external clients to provide quality assurance. •Facilitated the transfer of plan assets and records by written and verbal contact with prior carriers and/or TPA.
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Senior Retirement CorrespondentGreat-West Life Apr 2004 - Apr 2007Winnipeg, Mb, Ca•Reviewed qualified domestic relations orders by preparing written correspondence, calculate judgment amounts and provide processing instructions to operational issues •Researched and respond to securities and non-securities related written correspondence. •Reviewed hardship request to determine if it meets the plan’s requirement, calculate the hardship amount and prepare written response to the client. •Review death benefit claim forms to identify proper beneficiary, address beneficiary disputes and determine if additional information is necessary. •Reviewed all incoming rollover request from the plan participants; determine if the rollover is acceptable. Includes reviewing the supporting documentation to ensure the proceeds are eligible rollovers.•Qualities check all written correspondence that has been completed and reviewed by Correspondence representative. •Answer all inbound call from participants, plan administrators and attorneys regarding hardships, death benefits and Qualified Domestic Relation orders. -
Senior Retirement Plan SpecialistGreat West Life & Annuity Mar 1999 - Apr 2004•Answered 100+ inbound calls from participants regarding their retirement plans, account information, telephone transactions, tax information, contributions, withdrawals and product information.•Answered inbound plan support calls dealing directly with the plan sponsor or the broker of the plan assisting them with technical, compliance and plan issues. •Extensive knowledge and understanding of the different products, plans and services that are offered under FASCorp, including GWLA, 401k, Institutional and SunTrust. •Trained on all FASCorp premier plans which consisted of American Funds, SunTrust, Wells Fargo, Oppenheimer and Fifth Third.•Assisted in the training of new hires in Major Cases for GWLA, Institutional, American Funds and SunTrust, including acting as a “call mentor” in the peer program. •Acted as a point of contact for team members with questions and handled escalated calls from participants.•Provided direct support to Relationship Managers, plan administrators and brokers.•Assisted managers in the interviewing process of new hires either in person or via telephone.
Denise Mayo Skills
Customer Service
Leadership
Employee Benefits
401k
Financial Services
Process Improvement
Microsoft Office
Microsoft Excel
Strategic Planning
Salesforce.com
Human Resources
Payroll
Benefits Administration
Hris
Peoplesoft
Public Speaking
Social Networking
Recruiting
Employee Relations
Performance Management
Vendor Management
Business Analysis
Onboarding
Management
Insurance
Business Planning
Team Building
Retirement
Sales
Social Media
Retirement Planning
Marketing
Employee Training
Nonprofits
Event Planning
Finance
Community Outreach
Call Centers
Fundraising
Coaching
Microsoft Word
Leadership Development
Analysis
401 Retirement Savings Plans
Denise Mayo Education Details
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Women'S College Of DenverGeneral -
Denver Technical CollegeAccounting And Business/Management
Frequently Asked Questions about Denise Mayo
What company does Denise Mayo work for?
Denise Mayo works for Ameritas
What is Denise Mayo's role at the current company?
Denise Mayo's current role is Sr. Account and Client Consultant.
What is Denise Mayo's email address?
Denise Mayo's email address is de****@****oup.com
What schools did Denise Mayo attend?
Denise Mayo attended Women's College Of Denver, Denver Technical College.
What are some of Denise Mayo's interests?
Denise Mayo has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Health.
What skills is Denise Mayo known for?
Denise Mayo has skills like Customer Service, Leadership, Employee Benefits, 401k, Financial Services, Process Improvement, Microsoft Office, Microsoft Excel, Strategic Planning, Salesforce.com, Human Resources, Payroll.
Who are Denise Mayo's colleagues?
Denise Mayo's colleagues are Em Chilese, Nicole Comstock, Kimberly Mattan, Richard Piazza, Jessica Payne, Kelly Jimmar, Kary Christian.
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