Theresa (Teri) Warner, Phr Email & Phone Number

Charleston, South Carolina, United States

• Plan Administration: Oversaw multiple 401(k) plans ensuring compliance with regulatory requirements (e.g. IRS, ERISA) including year-end 5500 filings.• Contribution Management: Manual processing of weekly employee contribution to 401K admnistrator which involved reconciliation for correct reporting and variance resolution.• Vendor Management: Collaborate with third-party administrators, investment providers and other vendors to ensure seamless plan operations and resolve any issues.• Audit Support: Main point of contact for auditor inquiries and yearly audit preparations.• Reporting: Weekly employee 401(k) payroll deductions reconciliation and contribution report submission to third-party administrator. Contribution reports included over 50,000 lines items and approximately $500,000 in employee contributions. • Resolution Management: Proficient in resolving complex participant inquiries and issues related to 401(k) plans, including loan requests, beneficiary designations and hardship withdrawals.

Charleston, Sc

I served in various roles in human resources for leading PEO (Preferred Empoyer Organization) servicing 48 clients in their benefits administration, unemployment claims representation and benefits time off policy development and HRIS database m anagement.

Charleston, South Carolina Metropolitan Area

• Claims Processing: managed the end-to-end process of unemployment claims, including investigation, filing, documentations, and follow-up averaging up to 50 claims per day via Equifax and paper submission.• Investigation: Conduct thorough investigations into unemployment claims, gathering information from relevant parties and ensuring accuracy of data.

Charleston, South Carolina Area

• Strategic Planning: Collaborate with clients for PEO to understand organizational goals and develop a business strategy that supports client acquisition, retention, and overall employee well -being.• Benefits Program Management: Managed health and welfare benefit offerings for 300+ client base. Included health insurance, retirement plans, and wellness initiatives.• COBRA Administration: Researched and introduced new COBRA provider reducing workload by 80%. Maintained weekly data transmission and error resolution.• Compliance: Ensure benefits programs comply with relevant laws and regulations, such as ERISA, ACA, and other federal and state requirements.• Open Enrollment: Lead the open enrollment process, including the development of communication materials, conducting training sessions, and assisting employees with benefit selections.• Presentations: Presented updates at client QBR meetings on weekly basis.• Supervised team of 3

Elk Grove Village, Illinois

• Project Management: Managed assigned client base and worked collaboratively with 125 customer accounts for annual open enrollment setup using WorkForceNow platform.• Training and Development: contingent workforce of 40+ resolving “overload” for permanent associates.• Feedback collection: Received exceptional client survey results 9.83 overall average.• Interdepartmental collaboration: Championed special inter-department assignments including, carrier cross- training pilot and Make It Fun Committee.

Mt. Prospect, Illinois

• HR Operations: Built HR department from the ground up when none existed. Oversaw the day-to-day HR operations, including recruitment, onboarding, training and development, performance management and compliance for staff of 40+ employees. • Policy Development and Implementation: Authored and implemented company policies, learning and development, performance review improvements and new Employee Guidebook. Researched and applied all state and localities laws for LOA.• Benefit Administration: Oversaw employee benefits programs, including health insurance, retirement, and elective plans. Redesigned benefit plans, slashing insurance premiums by 30% while improving benefit offerings.• Program Management: Program managed company sponsored leadership programs. Programs ran for 3 days for 15-25 executives from Fortune 500 companies.• Facilities Management: Oversaw home and office facilities, ensuring a safe and productive work environment. Supervised home maintenance staff of 3.

Park Ridge, Illinois

Real Estate Paralegal with expertise in closing transactions of residential and new development properties.

Arlington Heights, Illinois

Successful real estate consultant representing both buyers and sellers. Expertise knowledge in writing contracts, negotiating and the real estate closing process.