OmniPlus Upgarde from 5.70 to 5.90. Part of the UAT project team..

One Month project to do compliance testing: ADP/ACP tests, PS and Employer Match ContributionsRelius 16.0

BUSINESS ANALYST• Installed a document management system for paperless environment.• Created a document management plan, implemented the document management plan and followed through the completion of project.• Established procedures for creating documents, storing documents and retrieving online documents.• Created a File Locations List, which will remind users of where particular types of files go – and where to find particular documents.

• 1099 Contractor for TIAA-CREF in Charlotte, N.C.• Participant Values Group Project-Worked independently to identify and resolve complex or highly sensitive customer problems, issues or requests within established deadlines.• Strong communication, analytical and troubleshooting skills necessary for independent project work.• Enhances strong customer relationships and demonstrates full understanding of and anticipates customer needs.• Indentify and resolve system errors within the SunGard Omni Plus Platform.• Identify and resolve conversion errors between Omni Plus and TIAA-CREF’S Legacy Recordkeeping System.• Identify and resolve website issues between TIAA-CREF’S PLAN REP, CSUM and CQSUM.• Reconcile cash differences between Omni Cash and Omni Plus.• Research participant issues via SunGard’s Power Image and TIAA-CREF’S In Service Now

MANAGER OF DEFINED CONTRIBUTION SERVICES• Operations Manager for TPA Consulting Company in Ponte Vedra Beach, FL.• Strong knowledge of all aspects of plan design and administration in the most complex areas of DC Plans, 401(k), safe harbor, profit sharing, ESOPS and 403(B) Plans.• Interface with business owners, HR Directors, CPA’s, Trustees and other plan professionals to ensure plan is properly administered.• Preparing annual or periodic reports for utilization clients utilizing both traditional and daily recordkeeping functions, Compliance and Governmental Reporting.• Established TPA agreements with John Hancock, Standard Insurance, Lincoln National, Mass Mutual and Oppenheimer.

• Comprehensive knowledge of SunGard’s Omni Plus and Omni Plan Recordkeeping systems with a special emphasis on Daily Administration, Reconciliation, and Workflow.• Responsible for processing all transactions on Omni Plus and Omni Plan via the following transactions: T114(Contributions), T385(Loan Repayments), T384(New Loan Issues), T381(Exchanges), T366(Transfers for Death Beneficiaries and QDRO’S), T404(Terminations), T444(Withdrawals),T444D(Loan Defaults), T207(Earnings), T219(Dividends), T800(enrollment for New Hires), T813(Indicative Data), T840(Associated Beneficiaries), T850(SS# change) and T851(SS# merge).• Researched, analyzed and processed adjustments via the T060(Reversals) and T301(increase/decrease shares to make participants accounts whole due to a bad trade).• Communicated with Call Center Representatives via Power Image to access participant scanned paperwork, participant questions and any outstanding issues.• Reconciled Clients Quarterly Statements.• Reconciled cash accounts by resolving differences between Omni Plus and Omni Cash.