Sam Lantz Email & Phone Number

Eden Prairie, MN

Eden Prairie, MN

Orlando, Florida Area

• Administered and Reviewed Defined Contribution (DC) calculations
• Leveraged, designed, and implemented complex, client specific benefit calculation models in Excel, Visual Basic (VBA), SQL, and Deloitte’s ProAdmin software
• Supported senior administrators in the improvements of systems and procedures to enhance the work methods’ efficiency
• Reconciled model outputs to client’s financial data
• Accountable for monitoring incoming calls from participants to answer inquiries and requests regarding pension benefit informationExecuted and lead a Benefits Statement project for a pension administration client with.
• Responsible for producing detailed benefit statements summarizing pension and health benefit information

Bloomington, MN

• Perform complex benefit calculations for clients’ defined benefit plans through a proprietary system and offline Microsoft Excel tools.
• Review benefit payments to ensure of accurate payment delivery to participant’s within the defined benefit plan.
• Accountable for collecting and reviewing participant data and making any necessary changes to their system profile.
• Worked with 50+ new hires to help with onboarding. Main point of contact for Timesheet and IT help.

Minneapolis, MN

- Helped lead and execute a DDA conversion effort working with Wealth Management clients. - Worked with 75+ clients to resolve issues and implement new products setups through Wells Fargo’s Online CEO customer portal. - Documented and organized over 100 project processes and changes in an accurate workflow timeline through Microsoft Excel.- Recorded weekly.

Golden Valley, MN / Blaine, MN

- Brand development: Assist Minnesota United FC in promotional efforts to gain more awareness of the team.- Responsible for pre-game preparation and helping with any events during the match.- Customer Service: Provide information and help to fans who inquire about the team.

St. Peter, Minnesota

Mankato, Minnesota

- Distributed training camp schedules/information to local businesses for marketing - Coordinated events for the main Viking’s investors and season ticket holders - Responsible for crowd control during scrimmages and autograph sessions

Edina, Minnesota

- Supervised and implemented drills/activities for boys and girls ages 6-15 in summer soccer camps

St. Louis Park, Minnesota

Bachelor Of Arts (B.A.), Business Management, Senior

Activities and Societies: Investment Club, Trips and Activities Group (TAG), Intramural Sports

High School Diploma