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@dayzim.com
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1 phone found area 703
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Sara Appleby, Mba is listed as Retirement Plans Manager at Day & Zimmermann at Day & Zimmermann, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at dayzim.com, phone signal with area code 703, and a matched LinkedIn profile for Sara Appleby, Mba.
Sara Appleby, Mba previously worked as Retirement Plans Manager at Day & Zimmermann and Senior Retirement Analyst at Day & Zimmermann. Sara Appleby, Mba holds Master Of Business Administration (Mba) from Franklin University.
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AeroLeads found 1 current-domain work email signal for Sara Appleby, Mba. Compare company email patterns before reaching out.
Skilled benefits professional with a passion for retirement plans and 10+ years of experience in defined contribution, defined benefit, and non-qualified plans. I love data and spreadsheets and I have a strong track record of successful project management, vendor management, and providing high-quality customer service. My special interests include compliance and derisking activities.
Listed skills include Human Resources, Microsoft Office, Customer Service, Employee Benefits, and 8 others.
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A career timeline built from the work history available for this profile.
Philadelphia, PA, US
- Managed administration of qualified retirement plans for union and non-union employees, ensuring compliance with plan documents and IRS and ERISA regulations, along with timely completion of nondiscrimination testing and filing of Forms 5500.- Managed administration and annual enrollment for non-qualified executive deferred compensation plan.- Managed.
Bryn Mawr, PA, US
- Managed defined benefit pension plan administration and other retiree benefit programs (medical, dental, life insurance) for union and non-union participants.- Administered 401(k) plan and prepared required reporting and special contribution files.- Created and presented individual and group retirement benefit information sessions for employees.- Managed.
Philadelphia, PA, US
- Improved efficiency by creating and implementing a new process to standardize leave of absence (STD, FMLA, etc.) administration across the firm. Designed all related employee communication materials.- Supported administration of defined contribution plan and reconciled weekly plan funding.- Maintained a high level of customer service while responding to.
London, England, GB
- Managed successful pension lump sum cashout project, serving as day-to-day client contact and directly overseeing all processing operations.- Prepared complex pension calculations and developed off-system calculators using Microsoft Excel and VBA.- Reviewed calculations and documents prepared by junior team members; provided training as needed..
New York, NY, US
- Administered defined benefit pension plan, including processing all payment requests and changes.- Reconciled 401(k) plan funding and elections, prepared data for nondiscrimination testing.- Managed retiree medical billing and reimbursement programs.- Administered health/fitness reimbursement program for active employees.- Processed and investigated.
Bryn Mawr, PA, US
- Provided administrative support related to health and welfare and retirement plans.- Administered retiree medical and life insurance programs.- Processed new benefit enrollments, life event change requests, and terminations.- Resolved claim disputes between employees and insurance carriers.
Other employees you can reach at dayzim.com. View company contacts →
Barry Moore
Colleague at Day & Zimmermann
Greater Wilmington Area, United States
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PC
Philip Collins
Colleague at Day & Zimmermann
Woodbury, New Jersey, United States, United States
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SR
Sharon Rutz
Colleague at Day & Zimmermann
Greenville, South Carolina, United States, United States
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DS
Donell Shaw
Colleague at Day & Zimmermann
New Britain, Connecticut, United States, United States
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BJ
Brian Johnson
Colleague at Day & Zimmermann
Charlotte Metro, United States
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CC
Christina Carroll
Colleague at Day & Zimmermann
Donnellson, Iowa, United States, United States
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JB
James Boston
Colleague at Day & Zimmermann
Greater Houston, United States
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CC
Crystal Charron
Colleague at Day & Zimmermann
Greater Wilmington Area, United States
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CP
Christian Pennington
Colleague at Day & Zimmermann
Texarkana, Texas, United States, United States
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RD
Ronny Denton
Colleague at Day & Zimmermann
Johnson City, Tennessee, United States, United States
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Quick answers generated from the profile data available on this page.
Sara Appleby, Mba works for Day & Zimmermann.
Sara Appleby, Mba is listed as Retirement Plans Manager at Day & Zimmermann at Day & Zimmermann.
AeroLeads has found 1 work email signal at @dayzim.com for Sara Appleby, Mba at Day & Zimmermann.
AeroLeads has found 1 phone signal(s) with area code 703 for Sara Appleby, Mba at Day & Zimmermann.
Sara Appleby, Mba is based in Greater Philadelphia, United States, United States while working with Day & Zimmermann.
Sara Appleby, Mba has worked for Day & Zimmermann, Aqua America, Drinker Biddle & Reath Llp, Willis Towers Watson, and Condé Nast.
Sara Appleby, Mba's colleagues at Day & Zimmermann include Barry Moore, Philip Collins, Sharon Rutz, Donell Shaw, and Brian Johnson.
You can use AeroLeads to view verified contact signals for Sara Appleby, Mba at Day & Zimmermann, including work email, phone, and LinkedIn data when available.
Sara Appleby, Mba holds Master Of Business Administration (Mba) from Franklin University.
Sara Appleby, Mba is listed with skills including Human Resources, Microsoft Office, Customer Service, Employee Benefits, 401 Retirement Savings Plans, Pivot Tables, Vlookup, and Pension Administration.
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