William Laduke Email & Phone Number

Responsible for client satisfaction, consulting, requirements creation and maintenance, customer service provisional training, and integration with the system development team for their service (Defined Benefits, or Defined Contributions, or Health and Welfare). Deliver strong client consulting skills and deep plan knowledge (including legislation and compliance).

Supervised a team of processors and administered 20 defined contribution plans.• Improved efficiencies in daily processing of contributions, loan payments and new loan issues by 50% within one year.• Completed compliance testing for assigned plans, managed client expectations and served as subject matter expert for the Trustee.

Responsible for a recordkeeping and processing team assigned to the daily administration of the larger and more complex defined contribution plans.• Completed annual compliance testing including: ADP/ACP, 410(b) nondiscrimination, top heavy, 415 limit and 402(g) limit testing. Performed final review of completed testing for the office.• Interpreted regulatory changes and facilitated administrative and procedural changes accordingly.• Interpreted plan documents and related materials to ensure plan administration was in compliance.• Performed annual performance reviews for all team members.