Published at Saturday, August 10th, 2019 - 20:38:31 PM. Resume. By Madelon Bailly.
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.
Day to day administration of health insurance plan for over 3700 employees worldwide. Acted as liaison between employees and health insurance provider. Created system to reconcile invoices and process check requests for timely and accurate payments. Coordinated first-ever Open Enrollment. Enrolled employees in Pension Plan. Analyzed 401(k) plan annually, then provided results to plan administrator and department head. Created Training Guide for Benefits Department; updated benefits forms. Member of Tuition Reimbursement Committee, responsible for establishing guidelines and rolling out tuition reimbursement plan.
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