Published at Saturday, August 10th, 2019 - 18:33:00 PM. Resume. By Gallia Simon.
Responsible for administering a case load of 35 401(k) retirement plans. Developed and maintained an ongoing relationship with clients through strategic client contacts. Ensured record-keeping is completed accurately and timely. Resolved processing issues and keep clients informed of progress towards resolution. Reported to the Director of Daily Valuations. Prepared quarterly/annual valuations, including calculations of annual employer contributions. Performed nondiscriminatory and coverage testing. Prepared IRS 5500 forms, Reconciled assets and Trust Accounting. Processed contributions, loans, distributions, hardships and QRDO. Reviewed census, eligibility and vesting determination. Researched client inquiries.
Responded to; inquiries from employees, retirees, carriers, physicians, and attorneys for benefits coverage, eligibility, claim procedures, as well as fund regulations and specifics. Updated and maintained, annual enrollment and demographic information for members and their dependents. Consulted with, retirees in person or by phone to review the process of continuing benefits after retirement. Assisted employees with filing health, dental, and prescription claims for reimbursement. Keyed and processed hard copy medical, dental, and prescription claims based on set contract rates and pricing. Completed enrollment process through receiving and verifying enrollment forms, received dependent documentation; processed QMSO cases.
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