Nayeli Anderson Email and Phone Number

- Consultative delivery of LT Trust Services, while exceeding established Service Level Agreements- Build and maintain strong relationships with million-dollar advisory firm, ForUsAll, and hundreds of smaller sponsors, advisors, TPAs- Monitor all plan administration functions such as Plan Amendments, Tax Reporting, and Compliance, while ensuring recordkeeping processes are executed with quality and accuracy- Train Advisors, Plan Sponsors, and/or TPA Partners on payroll submission, fund changes, loan and distribution processing, and compliance testing- Participate in Advisor/Client conference calls and/or meetings as needed- Analyze complex and sensitive inquiries while seeing them to their resolution- Ensure ongoing adherence to company polies and regulatory guidelines- Help streamline, develop and implement new departmental policies, workflows, and service enhancements - Effectively respond and accurately manage daily email requests and inquiries

- Designated an average of 10 payments for profit sharing mutual funds and reconciling daily cash receipts - Produced, quality controlled, and distributed an average of 90-100 mutual fund fee invoices Investigated, verified and corrected mutual fund fee reconciliation reports - Audited mutual fund Service Agreements and prospectus’ to ensure correct fee setup - Generated and manipulated large accounting data to provide monthly and quarterly updates- Worked with Microsoft Access to create queries in order to extract data and generate reconciliation reports - Advanced level use of Microsoft Excel formulas to accurately and promptly allocate multi-million dollar payments - Evaluated and compiled backup information during internal and external audits

- Drove and researched an average of 40-50 incoming client service Account Requests for external clients- Analyzed and corrected seven daily control reports by identifying errors, reprocessing, and account for market fluctuation - Examined and cleared suspense accounts, and user acceptance testing for system enhancements and projects - Directed, aided, and trained coordinators with complex account requests - Traveled and trained external clients needing additional support with EASY and Prisms systems- Reviewed and applied IRS rules for correct taxation to minimum distribution request- Reported work load progress, data, work-flow, and employee advancement to management team

• Accurately and effectively process and verify customer transactions, account payable approval, and suspense monitoring and cleaning of suspense accounts•Handled complex withdrawals: liquidation of SDB and stock funds, in-kind requests, and reoccurring payments• Uphold and implement accordance within departmental, corporate, IRS, Department of Labor, FINRA and SEC regulations and requirements•Manually calculated required minimum distributions and distribution percentages for beneficiaries • Mentor and train account administrators, track and input transaction and error accounts for accurate quality tracking, and assist with load balancing •Completed additional tasks: system reports, special group processing • Monitor control reports, gain/loss, suspense accounts and tax form research • Managing correspondence with internal and external clients• Set up and terminated recurring payments

• Processed an average of 79 withdrawals daily from retirement funds (401k/a, 403, 457)• Managed withdrawals such as qualified domestic relation orders, rollovers, loans, and transfers• Manually calculated withdrawals to offset loans and provide a net payment to participants• Consistently met and surpassed productivity and accuracy goals • Applied tax regulations accordingly to all requests

Implement and maintain eligibility for benefits. Implements, updates, and maintains automated, direct connect and/or manual eligibility data.•Interacted with internal partners and/or external clients/vendors.•Generated reports to identify and resolve discrepancies.•Identified process improvement opportunities for assigned cases.•Negotiated and resolved eligibility with clients.•Provided technical support for the electronic processing of eligibility.•Ensured customer data is installed accurately and timely.•Worked with client’s format and internal Systems to resolve errors.•Interacted with Systems to resolve technical issues.•General knowledge of manual and automated eligibility•Familiar with reporting tools.•Technical understanding of systems (Citrix, Facets, Vector)