Ryan Reed Email & Phone Number

United States

Assist with audits to ensure accurate transactions in OracleHandle cases that are submitted when discrepancies are called outProcess payruns to ensure sales reps are paid timely

Reviewing and creating plan documents Setting up 401(k) plans

Work with reports from payroll providers to ensure accurate flow of moneyResearch and make corrections when discrepancies are known

• Working with higher asset plans
• Training new employees
• Assisting with escalated issues

• Communicating with prior 401(k) record keepers
• Evaluating reports to allocate the assets
• Setting up conversion loans
• Partnering with implementation managers

• Processes requests for reissuing checks
• Monitoring check status reports
• Handling high priority issues

Rochester, New York

• Processes requests for loans and distributions
• Processing enrollments
• Updating eligibility and vesting from 401(k) accounts

• Training new employees
• Taking care of customer satisfaction
• Slicing deli meat/preparing subs
• Daily cleaning/closing the department

Rochester, New York Area

• Answering phone calls
• Submit cases to other project teams for research/processing
• Providing customer service support

Bachelor Of Science (Bs), Business Administration And Management, General

Associate'S Degree, Business Administration And Management, General