Travis Anderson, Cebs Email & Phone Number

Mclean, Va

• Manage three-person administration team responsible for 572 retirement plans with assets valued at $1.1 billion• Transitioned staff from a six-person to three-person team due to reduction in force while maintaining current levels of work output• Monitor and evaluate staff and team workload to ensure accuracy and efficiency to meet and exceed management goals• Interview, hire, and train new staff members; counsel and discipline regarding performance issues; prepare and conduct performance evaluations• Educate clients of changing and updated rules and regulations within the industry• Review, calculate, and approve all reversals, employee adjustments and QDROs for the team• Allocate profit sharing, discretionary match and QNEC contributions• Review contribution nondiscrimination tests before client review• Process plan terminations and transfer outs• Test, write procedures and train staff on new operating systems such as MB4 Daily, OMNI 5.35, 5.5, 5.65 and AdminWeb

Mclean, Va

• Researched and reconciled trust account balances for over 60 plans• Maintained positive relations with plan administrators through written and verbal communication• Allocated profit sharing and discretionary match contributions• Processed adjustments, reversals and other maintenance issues on plan administrators' accounts• Responsible for all aspects of the quarterly match billing process for the region

Dulles, Va

• Managed daily administration of a $186M corporate 401(k) plan with 3,000 participants• Ensured deferred compensation and pension plans complied with federal and state benefit legislations• Coordinated benefit activities of eight company sites in VA, MD, AZ, CA and WA• Coordinated activities for two acquisitions and plan mergers

Charlottesville, Va

• Managed daily administration of $28M pension plan and $35M profit sharing plan with 1,100 participants, an Employee Stock Purchase Plan and two frozen defined contribution plans• Filed 5500s and published SARs for each retirement plan• Organized company's first pre-retirement seminars and created monthly benefits newsletter• Researched and revised numerous benefit handbook procedures

Richmond, Va

• Responsible for daily administration of $5M 401(k) plan with 800 participants in VA and PA• Administered loans, hardship withdrawals, final distributions, compiled and updated quarterly plan activity• Reconciled savings, loans, and company match account balances