Travis Boren Email & Phone Number

Roanoke, Texas, United States

Westlake, Tx

During my tenure as managing director, I oversaw 100 401k primary accounts with a cumulative value of over $800M. My regular responsibilities included: Offering on-site review for plan sponsorsBuilding strategic relationships and open lines of communicationFulfilling service obligationsConducting training and mentoring in finance industry best practices and customer serviceThe following achievements mark my time in this role:☑Receiving recognition and awards, including the “Outstanding Service Award,” “Best Teammate Award,” ☑Earned 4 “Outstanding” performance reviews.☑Achieving 99% retention, year-over-year to accomplish the department’s lowest deconversion rates.☑Increasing survey responses by 150%, receiving top box results. ☑Eliminating testing and operations failures.

Westlake, Tx

In this role, I contributed to oversight of non-discrimination testing (NDT) and Form 5500 by establishing collaborative relationships to assist by:Performing NDT processesConsulting on issuesOffering filing supportResolving complicated NDT escalationsConducting complex Form 5500 auditsI contributed to departmental success by:☑Doubling satisfaction scores☑Increasing confidence among plan sponsors☑Improving client engagement

Westlake, Tx

As a compliance specialist, I maintained a variety of NDT and Form 5500 responsibilities, including: Reporting resultsCorrecting test and operational failuresEnsuring ERISA, IRS, and DOL complianceResponding to audit inquiries

Dallas, Tx

I offered 401k plan sponsor support through client communication in my plan administrator role, assisting with:Problem resolutionNDT processesForm 5500 preparationPlan health evaluation

Master Of Public Administration (Mpa), Human Resources Management And Services

Bachelor Of Arts - Ba, Philosophy, Minor: Spanish, 3.2