Sandra Lipscomb Email & Phone Number

Provide in-depth pension analysis for multiple clients including Verizon, Eaton, SBC, and Lockheed Martin for management/non-management and qualified/non-qualified plans. This includes (but is not limited to) creating manual calculations for projection estimates and commencement packages using Excel, SQL, and Word. Ability to interpret Summary Plan Descriptions, Business Requirements, Plan Documents, and Specs daily. Responsible for documenting processes and writing procedures; processing weekly payroll; uploading data updates as needed for participants with no work/payroll history. Responsible for interpreting and correcting data issues within individual participant records, as well as defined groups within the client database. Served as project leader in completing a 10,000 plus participant special projects training and managing a 20 member team.

Worked as Voice Response Analyst for multiple Defined Contribution clients in the San Francisco office of Pricewaterhousecoopers. Responsible for testing the voice response system, internet applications, and the internal account inquiry system following all plan updates and changes.

Work directly with Beneficiary Support Case Specialists as one of four team leads (for Bell Atlantic) implementing processes and procedures for a thirty man team. Answered daily questions on benefits and process issues and trained team members on the efficient use of the PASS (internal) and Wachovia systems, the set-up and organization of their case files, and daily management of their assigned cases, while serving as the primary point for escalated calls and written inquiries. Assisted team manager with daily resource planning and case processing to maximize service level objectives, as set by the client.

Bachelor Of Arts (B.A.), Philosophy

Education record