Stefan Meyer Email & Phone Number

San Francisco Bay Area

Led team to onboard new and existing retirement plans onto the Ubiquity platform. Engaged the plan sponsor and provided support for their employees. Partnered with sales team to highlight best practices for a smooth plan transition. Worked with partnerships team to coordinate timely delivery of key data elements. Collaborated with marketing group to update client messaging resulting in an improved vision of the user experience.Accomplishments:Identified over 150 plans which were missing a required Department of Labor notice and managed the team to deliver a communication that met the disclosure requirements on a timely basis.Mapped the existing on-boarding process highlighting several areas where future enhancements would provide valuable product additions.

San Francisco Bay Area

Primary contact for implementation related activity related to technical on-boarding of new independent record keepers and investment advisors to the organization’s platform. Worked with clients to transmit different automated file types including the education and testing of detailed file specifications and requirements for automated file activity. Responded to client requests for alternative solutions to automate transactions and functionality that supported proprietary products and services. Proactively worked with clients to adopt automation enhancements and to uncover additional opportunities to create operational efficiencies. Acted as liaison with technology team, relationship managers and client service managers to resolve complex situations including corporate mergers and acquisitions. Managed complex timelines and deliverables relating to block conversions. Partnered with vendors to implement new file specifications and technological enhancements. Responsible for presenting status updates to management. Accomplishments:Core participant in a major trading system renovation, including design sessions, volumes of UAT testing and system installation.Upgraded a premier business partner from manually requesting retirement plan distributions to an automated process for 1000+ weekly payments resulting in greatly reduced labor costs.Transferred 2000+ Investment Advisor Firms’ information into Customer Relationship Management software.Worked as liaison with internal legal counsel to create a proprietary agreement letter and process flow to authorize the release of account data to third and/or fourth party service providers.Transitioned 200+ retirement plans between two high profile clients to allow for the outsourcing of record keeping between firms, including establishing a detailed action plan with timed deliverables.Designed an independent record keeper scorecard with over 40 categories of detail to more clearly rate the client relationship.

Oakland, California

Oversaw conversion of retirement plans from/to prior/current Third Party Administrators. Responsible for the creation and reconciliation of daily trade files prior to transmittal to trading partners. Facilitated daily cash transfers between self-directed brokerage accounts and core accounts. Assisted team members with daily transactions including Contributions, Distributions, Rollovers, Loan Payments and Payoffs, Forfeitures. Prepared quarterly Summary of Accounts and Participant Certificates.Accomplishments:Established and maintained new partner trading link.Designed and developed a participant Call Center.Tested and installed system upgrades and new modules.