Ryan Moon Email & Phone Number

Beverly, MA, US

Wakefield, Massachusetts, United States

Beverly, Massachusetts

Beverly, Massachusetts

Beverly, MA

Reading, MA

• 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

Reading, MA

• 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.
• 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

Reading, MA

• 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

Danvers, MA

• 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.

Associate'S Degree, Liberal Arts And Sciences/Liberal Studies

Education record