Rebekah Fields Email & Phone Number

Jacksonville, Florida Area

Generate monthly reports for executives. Manage special processing projects. Review defined contribution technical specifications and work with designer to create participant forms and correspondence. Women's Employee Resource Group President. Community Partners Board and charity champion for three local charities.

Successfully managed Money In and Money Out teams in daily operations duties of defined contribution plan administration for multiple clients.

Managed a dedicated team of associates in all aspects of defined contribution plan administration and worked closely with the client to ensure any and all changes to the plans were implemented correctly and timely and the plans remained in compliance with government regulations.

Led a team of associates to implement a new 401(k) with more than 70,000 participants and to complete plan administration for five large 401(k) plans for multiple clients.

Led team in daily processing of multiple 401(k) plans and was key client contact. Liaison between customer service representatives and operations

Processed daily participant transactions such as payroll contributions, rollovers in, distributions, etc., and periodic tasks such as quarterly statements, required minimum distributions, installment, etc. and meeting the required service level agreements.

Instrumental in implementation of ten savings plans for large corporation and processed monthly qualified and non-qualified plan valuations on stand alone system.

Jacksonville, Fl

Assisted actuary in certification of Schedule B and processed pension plan valuation. Processed monthly billing, managed classroom facilities and assisted students in obtaining continuing education credits.