Patrick Emery Email & Phone Number

Braintree

Responsible for overseeing daily administrative and recordkeeping services, operations, and process improvements, as well as enhancing the participant experience.Other responsibilities include: reporting, audit support, problem resolution, managing participant research and escalations and delivery of ad-hoc or periodic reporting requests.

Norwood, Ma

Manage a staff of five responsible for the Defined Contribution administration for three large clients totaling over $6 billion in plan assets. Responsibilities include, but are not limited to, ensuring quality client service while maintaining a high level of professionalism and sense of urgency so that participant and client expectations are consistently met through extensive contact with clients. Overseethe day-to-day management and development of a client team. Serve as a subject matter expert on both the client plans and administrative procedures and serve as the key resource for day-to-day issue resolution. Ensure that direct reports deliver quality service to clients both accurately and timely while adhering to standards. Manage client business process and identify areas for continued improvement as well as client billing. Additional responsibilities include effective project management, process improvements and profitability reviews.

Norwood, Ma

Manage a staff of seven responsible for the Defined Contribution administration for 8 clients totaling $1 billion in plan assets. Responsibilities included ensuring quality client service and management, auditing daily cash/asset variances, review and provide plan reporting on a monthly basis, respond to escalated client and/or participant issues and supervise a staff of up to seven Benefit Analysts. Promoted to Manager

Quincy, Ma

Be the main point of contact for all participant and/or plan level inquiries for three Defined Contribution Plans. Responsibilities included, provide support to the Client Services Team Leads, balance plan cash and assets, peer review participant transactions such as loans, distributions, payroll related items and withdrawals, preform Non-Discrimination Testing, 5500 Reporting, quarterly statements and plan enhancements. Promoted to Team Leader

Quincy, Ma

Work with the Client Services Analyst III to determine that all plan activity is processed within standard and in compliance with IRS and DOL regulations and provisions. Perform daily balancing of the participant balances to corresponding trust assets and perform daily cash balancing of plan activity. Promoted to Client Services Analyst III

Quincy, Ma

Responsible for answering questions from over 50,000 Defined Contribution Plan participants, educate the participants on the offered mutual funds and complete transactions such as loans, withdrawals and clerical changes as they are requested.