Published at Friday, September 06th, 2019 - 21:09:19 PM. Resume. By Bernadea Perez.
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.
Conduct new hire orientations relating to policy and procedures, employee benefits. Coordinate and conduct annual and quarterly benefits enrollments for corporate and out of state offices for 600+ employees locally and nationally. Research and create benefits incentive programs for employees. Track and process requests for disability, family medical leaves, return to work determinations and No Fault Insurance claims. File and track Worker’s Compensation claims with carrier and OSHA reporting. Conduct exit interviews and assist in employee terminations including COBRA compliance and documentation. Process interstate and out of state unemployment claims.
Any content, trademark’s, or other material that might be found on the Psruckman website that is not Psruckman’s property remains the copyright of its respective owner/s. In no way does Psruckman claim ownership or responsibility for such items, and you should seek legal consent for any use of such materials from its owner.