Manage all aspects of daily plan administration and customer service for over 200 plans. Handle new business installation and plan terminations; Inclusive of amendments and DOL compliance regulations. Review and analyze all plans census data needed for discrimination testing and 5500 preparation for accuracy. Preparation of payroll and necessary adjustments. High level Client and Participant interaction and service. Process participant distributions/contributions including RMD’s, hardship, in-service, excess contribution refunds rollovers, loans; Reconcile participant and plan level accounts; Proper adjustments as necessary. Daily email and phone contact with Trustees, Plan Sponsors, Financial Custodians and Participants. Monitor all plans/accounts to maintain compliance and processing deadlines.

4/10 – 8/14 Assist Pension Plan Consultants with all aspects of daily plan administration and compliance testing. Peer review discrimination and top heavy testing for accuracy. Preparation and input of Census data, questionnaire and all test result mailings. Process participant distributions/contributions including RMD’s, hardship, in-service, excess contribution refunds rollovers and loans; Reconcile participant and plan level accounts for quarterly and annual statements. Maintain daily log of necessary funding and payroll files to correspond for daily processing. Daily email and phone contact with Plan Sponsors, internal relationship managers and outside vendors. Monitor caseload progress to ensure all data is received in good order to meet compliance and processing deadlines.

Organize and oversee daily operations and activities for company employees. Maintain accounts receivables & payables, prepare payroll and all other related banking transactions. Serve as Executive Assistant for Company President, Vice Presidents and Senior Management Team. Responsible for setting up client termination and new business proposal packages as needed. Schedule and organize travel itinerary for Senior Staff and clients. Maintain and track office supply inventory. Assist with supervising facility security. Oversee shipping and handling process and tech support from outside technicians.

Temporary employee in various locations across Long Island as an Administrative Assistant with responsibilities that included but not limited to Reception work; greeting customers, answering phones, verifying visitors at guard gates and preparing daily logs. Scanning, Data Entry, sorting and distribution of mail and faxes via web. Coordinate records storage/retrieval for Team. Provide assistance with the daily workflow and general administrative support including- typing of correspondence, preparing presentations, preparation/note taking for various meeting needs, assistance with arrangements for visits & event planning. Maintained appointments by planning and scheduling meetings, conferences, teleconferences and travel.