Ryan Olson Email & Phone Number

Manage the onboarding of new Retirement Services clients. This includes client education, coordination of plan document drafting, installing to the recordkeeping system, timeline management, and ensuring a smooth start-up/transition.

Appleton, Wi

Responsible for coordinating and managing the transition of retirement plans and institutional services accounts to and from BMO Retirement Services; leading clients and consultants through implementation decisions impacting the transition and future account administration; coordinating the review of plan, trust and custodial documents; obtaining executed copies of required documents and amendments; and establishing and negotiating administrative services agreements and procedures consistent… Show more Responsible for coordinating and managing the transition of retirement plans and institutional services accounts to and from BMO Retirement Services; leading clients and consultants through implementation decisions impacting the transition and future account administration; coordinating the review of plan, trust and custodial documents; obtaining executed copies of required documents and amendments; and establishing and negotiating administrative services agreements and procedures consistent with laws, regulations, plan provisions and client preferences. Show less

Responsible for transitioning retirement plan data from prior providers or to successor providers; auditing prior plan records; setting up plan and participant level account records; designing and programming systems for administrative and transactional functions consistent with laws, regulations, plan provisions and features; verifying the accuracy of data transfer and plan set up; and reconciling assets received with data transferred from prior providers. Primary functions also apply to… Show more Responsible for transitioning retirement plan data from prior providers or to successor providers; auditing prior plan records; setting up plan and participant level account records; designing and programming systems for administrative and transactional functions consistent with laws, regulations, plan provisions and features; verifying the accuracy of data transfer and plan set up; and reconciling assets received with data transferred from prior providers. Primary functions also apply to start-up plans, plan mergers, plan acquisitions, plans making investment fund changes. Show less

Responsible for setting up and modifying OmniPlus plan records, funds and access systems; reformatting retirement plan data from prior providers and plan sponsors into required M&I formats; coordinating data uploads and downloads; creating calculators, text files and programming solutions. Primary functions relate to start-up plans, plans transitioning from prior providers, plans transitioning to successor providers, internal plan mergers, plan acquisitions, plans converting from balance… Show more Responsible for setting up and modifying OmniPlus plan records, funds and access systems; reformatting retirement plan data from prior providers and plan sponsors into required M&I formats; coordinating data uploads and downloads; creating calculators, text files and programming solutions. Primary functions relate to start-up plans, plans transitioning from prior providers, plans transitioning to successor providers, internal plan mergers, plan acquisitions, plans converting from balance forward to daily valuation processing and plans making investment fund changes. Show less

This position is responsible for the accurate and timely data verification, balancing and processing of contributions, investment elections, new enrollments and certain maintenance files for both Daily and Balance Forward accounts. Additional responsibilities include processing PC-ACP files, depositing funds, calculating match files, creating special reports, authorize on-line and flex loan checks, prioritizing, and problem resolution.

Bachelor Of Science, Philosophy, Sociology, 3.5

Activities and Societies: Tennis Team, Philosophy Club

Bachelor Of Science (B.S.), Philosophy