Robin Taylor Tyson Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

Stockholm, Se

-Manage the Paid Parental Leave Program for birthing and non-birthing parents-Coordinate internally to submit monthly demographic and contribution files to the vendor-Monthly review of vesting file to include: verification of all matching and lapsed shares, tax implications for current employees, review of vested participants against original contribution files and preparing a monthly list to outline exceptions-Monthly tracking, calculation, notification and reporting of tax implications for in/ ex-patriots and employees-Provide data at end of the year for payroll to gross-up to account for unpaid tax liabilities by employees

San Francisco, California, Us

Monitor daily activities for approximately 25+ client relationships with over $500m in assets. •Provide direct support and serve as a direct contact for Wells Fargo Retirement Services, clients, and Relationship Managers•Track client issues and requests by utilizing a client services database (used to coordinate with other internal departments).•Build strong relationships and provide technical support and solutions to customer issues and inquiries•Clarify asset allocation, investment products, market returns and investment philosophies to manage fiduciary liability and investment risk while maximizing product service•Monitor cash flow in client retirement plans (including employee contributions, employer match, earnings, and withdrawals)•Initiate and review daily entries while researching plan irregularities• Manage community outreach activities, team building, and team outings for the Emerging Markets team

Administer 401k and balance forward plans.Prepare annual tax reporting (Form 5500)Prepare annual valuationInterpret legal documents and suggest changes to the client. Advance knowledge of compliance testing, ERISA and IRS regulations.

San Francisco, California, Us

Monitor daily activities for approximately 25+ client relationships with over $500m in assets. •Provide direct support and serve as a direct contact for Wells Fargo Retirement Services, clients, and Relationship Managers•Track client issues and requests by utilizing a client services database (used to coordinate with other internal departments).•Build strong relationships and provide technical support and solutions to customer issues and inquiries•Clarify asset allocation, investment products, market returns and investment philosophies to manage fiduciary liability and investment risk while maximizing product service•Monitor cash flow in client retirement plans (including employee contributions, employer match, earnings, and withdrawals)•Initiate and review daily entries while researching plan irregularities• Manage community outreach activities, team building, and team outings for the Emerging Markets team

Des Moines, Iowa, Us

•Provided proactive and reactive service to retain clients and transition new clients.•Prepared sales tools for proposals-Morningstar stylebox, investment analysis, competitor analysis•Facilitated and conducted new client enrollment meetings.•Clarified asset allocation, investment products, market returns and investment philosophies to manage fiduciary liability and investment risk while maximizing product service.•Supported the selling efforts of over $400m in plan assets for local office sales representatives in 2003•Have advanced knowledge of group qualified retirement plans and related investment products.•Innovate for growth and cross sell other financial products and services to individuals.•Performed implementation meetings with clients in order to collect prior plan documents, select investments, as well as provide mapping strategies. •Reviewed plan design and suggested any necessary changes.•Increased sales and retention by developing and expanding broker and alliance relationships. Makes sales calls, monitor alliance relationships, train brokers and assist sales reps on prospects.

Project Management

Business Administration And Management, General