Nancy Stoker Email and Phone Number
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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
Consumers Energy
View- Website:
- consumersenergy.com
- Employees:
- 6581
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Benefits Program Manager - RetirementConsumers EnergyJackson, Mi, Us -
Business Support Consultant IConsumers 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 -
Senior Benefits AnalystConsumers Energy Sep 2015 - PresentJackson, Michigan, United States -
Advisory Services AdministratorAlerus Financial Mar 2013 - Aug 2015Okemos, MiPerform mutual fund changes in 401(k) plans, prepare quarterly reports for 401(k) plans and individual clients, perform fee benchmarking reports, customer service. -
Daily Valuation Recordkeeper IPensiontrend, Inc. Jan 2002 - Jan 2012Okemos, 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
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Pension SpecialistPensiontrend, Inc Aug 1999 - Jan 2002A 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
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AnalystCitizens Bank Jan 1995 - Jun 1998Jackson, Michigan AreaReconciliation 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 -
Employee Benefits AssistantCitizens Bank Jan 1994 - Jan 1995Processed securities trades for Trust DepartmentPerformed General Ledger account reconciliationHandled Employee Benefits reporting and participant recordkeepingPayment of pension benefit checksPrepared 1099-R forms -
Senior Securities SpecialistCitizens Bank Jan 1991 - Jan 1994Cash 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 -
Corporate Transfer SpecialistSociety Bank Jan 1987 - Jan 1991Ann Arbor, MiPayment 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
Nancy Stoker Education Details
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Baker College Of JacksonAccounting -
General Studies
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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