• Provided account management support to 60 Health & Welfare Services clients by interacting directly with client contacts in person, via telephone and email. • Delivered annual account reconciliation statements to Health & Welfare Services clients within the time periods established per their service agreement • Completed necessary Form 5500 and Discrimination testing for applicable benefit plans. • Audit and reconciled plan and client level fees to ensure that all services are being invoiced by the terms of each Service Agreement. • Educated plan participants by facilitating employee meetings or attending annual benefit fairs on behalf of Health & Welfare Services clients. • Worked directly with internal sales force to recognize and up sell additional services• Participated and presented at quarterly sales meetings• Processed enrollment forms/files at open enrollment and throughout the plan year. • Performed cash reconciliation between Citizens Bank and Relius system.• Active member of Best Places to Work committee • Certifications: ASPPA Retirement Plan Fundamentals 1 (2102) ASPPA Retirement Plan Fundamentals 2 (2013)

• Managed Between 80-125 401K retirement plans for employers. • Performed annual I.R.S. testing & reviews. Educated clients on Internal Revenue Service and Department of Labor regulations. • Assisted clients through the audit process of their company’s retirement Plan. Ensured that clients properly filed necessary forms such as the 5500, 5500EZ, 5330 and 5558 with the IRS in a timely manner to meet compliance standards. • Scheduled and attended meetings with clients, brokers and financial institutions such as John Hancock and Mass Mutual, to evaluate their retirement plan. • Immediately addressed and resolved questionable transactions to help prevent fraudulent activity or potential losses to the client

• Answered inbound calls in support of customers regarding their 401(k), Flexible Spending Accounts, and their COBRA coverage. • Initiated distributions and loans kits to participants. • Maintained knowledge for each plan, in regards to any specific details that include information such as requirements, limits on loans, giving loan payoff information, and receiving certifications. • Made outbound calls following up with participants, Plan Sponsors, and Relationship Managers in regards to specific accounts within each plan. • Provided assistance to other team members with any questions that may have arisen throughout any given day.• Greatest Call Awards April & May 2008• Section 125 Administration certification 2008

• Advised customers about necessary service for routine maintenance in person and over the phone. • Helped identify a mechanical problem by questioning the customer or doing a visual inspection or road test. • Conferred with customers about inspection results, recommend corrective procedures, and prepare work order for needed repairs. • Prepared a repair order showing time, cost, and labor estimates for service. Wrote a brief description of the problem on the repair order to help the mechanic locate the problem. • Explained the work performed and the charges to the customer. • Handled customer complaints.• Certified by Nissan Infiniti 2004, 2005, 2006 & 2007