Sandra Garrison Email & Phone Number

Acworth, Georgia, United States

Woodland, Texas - Virtual From Atlanta

Greater Atlanta Area

Defined Benefit Technical Knowledge- Completes most challenging calculations using plan document, technical resources and client assistance and appropriately documents unusual situations- Resource for the region on all complex topics such as: age 70½ minimum distribution rules, Schedule SSA (and other governmental) filings, pay limits, post 65 accrual rules, suspension of benefits rules, taxation of benefits, QPSA rules, QJSA rules, etc.- Understands legal plan documents and uses as a reference to develop or update requirements - Advanced understanding of actuarial equivalence- Learns new legislation changes as they apply to administration and can be resource to others- Data scrubbing/reconciliation, detailed understanding of client's data- New Implementation - Code Excel spreadsheet to check calculating system- Thorough understanding of clients’ pension plan provisions, data, and DBCalc system to train and coach team- Performs both first and second checks of calculations- Understands principles of testing, including test planning, execution, and regression testing tool ensures that each client has appropriate regression test in place- Consults with client and/or actuary on non-standard benefit calculations, special programs or projects, and other administrative requests- Update Requirements document based on administrative changes, legislative updates, etc.- Perform analysis and benefit calculations related to special projects, examples including new clients, special projects etc.- Leads internal efforts related to necessary legislative and compliance updates- Develops quality initiatives regarding plan administration- Create, enhance and document departmental procedures and train retirement staff- Guide plan participants through all phases of DB pension commencement- Maintain data integrity of DB pension system- Customize employee communication materials- Create and/or maintain documentation of team’s ongoing administrative procedures

Atlanta, Ga

• Effectively run calculation team to produce certified benefit calculations in timely manner.• Accurately interpret legal documents to prepare worksheets to calculate all types of client’s benefits.• Maintain log in Access of all benefit calculation activity.• Prepare monthly reports on each client’s activity to report to Client Manager and Consultants for billing.• Assist Consultant and Client Managers with setting budgets and preparing detailed engagement letters.• Kept team aware of all new IRS code changes that affect benefit calculations and set up process to implement when necessary.• Successfully manage multiple projects in a high energy environment

• Accurately kept manual ledger on all customers’ transactions.• Prepare quarterly Federal Reserve Call Report.• Maintained spreadsheet of fee calculations to provide accurate monthly accruals for Profit/Loss.• Assisted marketing officers with all administrative functions.• Effectively assisted all clients with all requests in a timely manner.• Successfully managed multiple projects in a high energy environment.• 10-key accuracy.

Altanta, Ga

• Created and implemented a new filing system to improve client services within a commercial bank.• Assisted executive officers nationally with all administrative functions.• Successfully managed multiple projects in a high energy environment.• Effectively assisted all clients with their loan requests in a timely manner.• Designed and developed a process of calculating net interest income for a commercial bank.• Reviewed clients’ financial position to track loan availability in accordance with their credit agreement.• Reconciled monthly customers bank statements and audited receivables portfolios

Atlanta, Ga

Accomplishments:• Assisted in converting company’s bookkeeping system from manual to computerized.• Individually operated the bookkeeping department for a printing company with annual sales in excess of $1 million.