Patricia Balodis Email & Phone Number

*40+ years of experience in the Employee Benefits Industry* Sr. Business Analyst: Provided IT support for 401(k) & Defined Benefit plan conversions including requirement specifications, design documents & testing plans, maintained client & vendor relationships. * Project Manager: Project leadership & support for compliance with Retirement Plan required DOL Disclosures including system design & implementation, QA & UAT, document design, document rendering, data validation, process documentation, reporting, & on-line access. Specific disclosures include 404a-5, RIC, 408(b)2 & PPA. * Project Manager: Reengineered reporting department including remediation, procedural training & creation of training curriculum, generation of standard operating procedures, restructuring of reporting database.* Sr. Business Analyst: Managed & developed SharePoint sites containing interactive request forms, tracked data & reporting in support of a wide range of initiatives.* Subject Matter Expert: Business support for 401(a) & 403(b) plans on OmniPlus recordkeeping system including account remediation, root cause analysis, procedural training, creation of training curriculum, generation of standard operating procedures & UAT for various projects.* Sr. Business Analyst: Converted 401(k) recordkeeping database to OmniPlus recordkeeping system integrating voice response, web access & outside late day trading software. * Director: Responsible for Sales & Marketing for one of the premier retirement benefit consulting firms.* Consultant: Designed, installed & administered pension, profit sharing, money purchase, 401(k), ESOP, 403(b) & other qualified & non-qualified retirement plans.* Vice President: Responsible for seamless incorporation of recordkeeping functions during company merger. Managed & supervised regional Defined Contribution practice for a national benefit consulting firm.Specialties: OmniPlus, SIP, Project Management, Marketing & Sales

Listed skills include Omniplus, Employee Benefits, Pensions, Business Analysis, and 23 others.