Rachel Pullen Email and Phone Number
Rachel Pullen work email
- Valid
- Valid
Rachel Pullen personal email
Rachel Pullen phone numbers
I've worked in the pension field in some way or other for the past 18 years. I'm currently the Client Services Director at Resource Benefits Administrators. I strive to go above and beyond to give our customers the service they deserve.Specialties: Able to multi-task in fast-paced environment; exceptional ability to quickly master and apply new software applications; efficient in Microsoft Word and Excel
Resource Benefits Administrators
View- Website:
- resourceadmin.com
- Employees:
- 7
-
Client Services DirectorResource Benefits Administrators Oct 2007 - PresentPerform non-discrimination and compliance testing using FT William.Review and file all the 5500s for clientsPrepare year end data requests to plan sponsorsReconcile census data and calculate eligibility; also reconcile discrepancies between client and trustee Manage the workflow for the departmentProcess distributions including loans, in-service withdrawals and hardships
-
Plan AnalystStandard Retirement Services Sep 2003 - Oct 2007Populated testing templates with prior and current year census data to perform non-discrimination and compliance testingPrepared 5500s for filing with the IRSPrepared year end data requests to plan sponsorsReconcile census data and calculate eligibility; also reconcile discrepancies between client and trustee recordsCalculate and process required minimum distributionsProcess distributions including loans, in-service withdrawals and hardshipsMonitored data requests and compliance testing to ensure all requests were completed in a timely manner
-
Account AnalystInvesmart, Inc Feb 1999 - Sep 2003Managed over $100 million in retirement plan assets: including mutual fund trades from payroll contributions, distributions, loans, transfers, dividends and feesResearched and corrected issues arising from discrepancies between client and trust recordsCoordinated with other departments to ensure timely and accurate processing
Rachel Pullen Skills
Rachel Pullen Education Details
-
Baylor University - Hankamer School Of BusinessInformation Systems
Frequently Asked Questions about Rachel Pullen
What company does Rachel Pullen work for?
Rachel Pullen works for Resource Benefits Administrators
What is Rachel Pullen's role at the current company?
Rachel Pullen's current role is Client Services Director.
What is Rachel Pullen's email address?
Rachel Pullen's email address is ra****@****rbt.com
What is Rachel Pullen's direct phone number?
Rachel Pullen's direct phone number is +125473*****
What schools did Rachel Pullen attend?
Rachel Pullen attended Baylor University - Hankamer School Of Business.
What are some of Rachel Pullen's interests?
Rachel Pullen has interest in Spending Time With My Family, Reading.
What skills is Rachel Pullen known for?
Rachel Pullen has skills like Employee Benefits, 401k, Microsoft Excel, Pensions, Microsoft Word, Microsoft Office, Account Reconciliation, Insurance, Risk Management, Customer Service, Retirement.
Who are Rachel Pullen's colleagues?
Rachel Pullen's colleagues are Michelle Parks Qka, Qpa, Erpa, Melanie Schirmer, Sonja Pesina, Cindy Yarbrough.
Not the Rachel Pullen you were looking for?
-
Rachel Pullen
Washington Dc-Baltimore Area4brownscar.com, att.net, aol.com, brownscar.com4 +170322XXXXX
-
2hotmail.com, adr.org1 +158530XXXXX
-
1siemens.com -
2gpj.com, hotmail.com1 +151280XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial