Nancy Stoker

Nancy Stoker Email and Phone Number

Benefits Program Manager - Retirement @ Consumers Energy
Jackson, MI, US
Nancy Stoker's Location
Jackson, Michigan, United States, United States
Nancy Stoker's Contact Details

Nancy Stoker personal email

n/a

Nancy Stoker phone numbers

About Nancy Stoker

Hardworking, detail-oriented individual seeking a position within an organization utilizing past work experience, education and training. Twenty years experience in business including performing daily reconciliations of cash and unit positions, problem-solving, annual accountings for 401k plans, and generating communications to clients. Developed and documented training procedures. Known for being energetic, extremely accurate, efficient, organized and dependable.Specialties: Problem solving, account reconciliation, accuracy, attention to detail

Nancy Stoker's Current Company Details
Consumers Energy

Consumers Energy

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Benefits Program Manager - Retirement
Jackson, MI, US
Employees:
6581
Nancy Stoker Work Experience Details
  • Consumers Energy
    Benefits Program Manager - Retirement
    Consumers Energy
    Jackson, Mi, Us
  • Consumers Energy
    Business Support Consultant I
    Consumers Energy Sep 2015 - Present
    • Process pension calculations for retirement eligible participants• Process pension calculations for employees on disability• Coordinate payment of pension benefits with recordkeeper• Monitor outside recordkeeper for accuracy of pension payments• Process weekly and semi-monthly payroll files• Reconcile general ledger accounts• Reconcile monthly pension check register• Process Qualified Domestic Relation Orders• Process Powers of Attorney• Process death benefits for beneficiaries of deceased participants
  • Consumers Energy
    Senior Benefits Analyst
    Consumers Energy Sep 2015 - Present
    Jackson, Michigan, United States
  • Alerus Financial
    Advisory Services Administrator
    Alerus Financial Mar 2013 - Aug 2015
    Okemos, Mi
    Perform mutual fund changes in 401(k) plans, prepare quarterly reports for 401(k) plans and individual clients, perform fee benchmarking reports, customer service.
  • Pensiontrend, Inc.
    Daily Valuation Recordkeeper I
    Pensiontrend, Inc. Jan 2002 - Jan 2012
    Okemos, Mi
    • Reconciliation of cash and mutual fund positions for approximately 250 clients on a daily basis• Problem resolution on any discrepancies found, including working closely with outside vendors if necessary • Process mutual fund trades in participant/plan accounts, including posting cash receipts such as payroll files, processing distributions and loans, fees, ACH transfers, income • Maintain high accuracy levels to avoid unnecessary cost to company• Maintain average of 1 day turnaround on most functions of department• Generate quarterly investment statements to participants • Developed and wrote procedures on most functions of the department • Trained other department members on functions of the department• Monitor workflow of other department members and assist if needed in order to maintain standards• Assist other departments in annual plan reconciliations• Monitor and resolve help-desk issues requested by other departments
  • Pensiontrend, Inc
    Pension Specialist
    Pensiontrend, Inc Aug 1999 - Jan 2002
    A Third-party administrator of 401(k) and Pension Plans, including regulatory, compliance and investment advisory services)Daily Valuation Recordkeeper I 2002-presentReconciliation of cash and mutual fund positions for approximately 250 clients on a daily basisProblem resolution on any discrepancies found, including working closely with outside vendors if necessary Process mutual fund trades in participant/plan accounts, including posting cash receipts such as payroll files, processing distributions and loans, fees, ACH transfers, income Maintain high accuracy levels to avoid unnecessary cost to companyMaintain average of 1 day turnaround on most functions of departmentGenerate quarterly investment statements to participants Developed and wrote procedures on most functions of the department Trained other department members on functions of the departmentMonitor workflow of other department members and assist if needed in order to maintain standardsAssist other departments in annual plan reconciliationsMonitor and resolve help-desk issues requested by other departments; Handled annual reconciliation of plansPosting of activity to plan/participants from annual statementsDetermined newly eligible participants for plan sponsorsProcessed discrimination testing on plansPrepared 1099-R forms
  • Citizens Bank
    Analyst
    Citizens Bank Jan 1995 - Jun 1998
    Jackson, Michigan Area
    Reconciliation of Corporate cash position on a daily basisPerformed General Ledger account reconciliationHandled Cash ManagementNancy S. Stoker Page 2Responsible for weekly reporting of Corporate cash position to Federal Reserve BankProcessed securities trades and incomePrepared weekly and monthly reports to Board of DirectorsProcessed Accounts Payable and wire transfers
  • Citizens Bank
    Employee Benefits Assistant
    Citizens Bank Jan 1994 - Jan 1995
    Processed securities trades for Trust DepartmentPerformed General Ledger account reconciliationHandled Employee Benefits reporting and participant recordkeepingPayment of pension benefit checksPrepared 1099-R forms
  • Citizens Bank
    Senior Securities Specialist
    Citizens Bank Jan 1991 - Jan 1994
    Cash receipts and disbursementsStock transferReconciliation of income and asset positionsCalculated cost basis on assets in trust accountsCalculated value of collective fundsCash managementBackup to Trust Operations Supervisor, Trust Operations Manager and Data Entry
  • Society Bank
    Corporate Transfer Specialist
    Society Bank Jan 1987 - Jan 1991
    Ann Arbor, Mi
    Payment of coupons and matured or called municipal bondsReconciliation of coupon and bond accountsTransfer of registered bonds and stockIssue of registered bondsPerformed General Ledger account reconciliationServed as Backup to Trust Transfer and Purchase/Sale positions

Nancy Stoker Skills

Investments Analysis Pensions Financial Services Employee Benefits Securities Valuation 401k Attention To Detail Cash Management Accounts Payable Training Accounting Retirement Data Entry Strategic Financial Planning Insurance Risk Management Mutual Funds Account Reconciliation Problem Solving

Nancy Stoker Education Details

Frequently Asked Questions about Nancy Stoker

What company does Nancy Stoker work for?

Nancy Stoker works for Consumers Energy

What is Nancy Stoker's role at the current company?

Nancy Stoker's current role is Benefits Program Manager - Retirement.

What is Nancy Stoker's email address?

Nancy Stoker's email address is na****@****rgy.com

What is Nancy Stoker's direct phone number?

Nancy Stoker's direct phone number is +170173*****

What schools did Nancy Stoker attend?

Nancy Stoker attended Baker College Of Jackson, Oakland University, Jackson Community College.

What skills is Nancy Stoker known for?

Nancy Stoker has skills like Investments, Analysis, Pensions, Financial Services, Employee Benefits, Securities, Valuation, 401k, Attention To Detail, Cash Management, Accounts Payable, Training.

Who are Nancy Stoker's colleagues?

Nancy Stoker's colleagues are Kc Lott, Ron Rogers, Anthony Stoker, Nancy Rice, Bsbm, Mba, Cassandra Wadsten, Brent Berry, Jeffrey J Goddard.

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