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 over 20,000 active employees• Responsible for producing detailed benefit statements summarizing pension and health benefit information• Communicated directly with the client to collect specific data and resolve any primary data issues• Utilized Excel to document and organize multiple project processes into an accurate workflow timeline Assisted in the auditing of benefit calculations performed by third party administrators• Analyzed calculations for accuracy using Excel and Deloitte’s ProAdmin software and ensured the benefits were calculated in line with the client’s plan specific rules• Presented, and delivered results to superiors and client contacts

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 meeting minutes and compiled them in a Microsoft Word-based file for future organizational reference.

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