By Patrice Louis. Resume. Published at Wednesday, August 14th, 2019 - 06:29:54 AM.
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.
Health and Benefits Administrator, Provided leadership for the Credit unions wellness initiatives particularly the administration of benefit programs. Facilitated FMLA, Workers Compensation and Disability Leave Programs. Resolved employee issues and questions regarding benefits in a timely and accurate manner. Introduced all benefit plans to new employees during benefit orientation. Managed all insurance vendor and broker relationships. HR Generalist/benefits Administrator, Processed 30 employees actively on a leave per month. Established and implemented a company leave policy for employees not eligible for FMLA. Researched maternity/paternity paid leave options and proposed to senior leadership. Improved awareness of 403b retirement plan offerings increasing participation by 30%. Increased new hire benefit enrollment to 95%.
Benefits Administrator, Assisted with the daily administration of all benefits, as well as special projects in the Human Resources department. Communicated and assisted all new hires with benefits and 401(k) enrollment. Assisted the Benefits Manager with creating and implementing all communication campaigns. Resolved all issues related to the benefits function, including but not limited to health insurance, 401(k), worker’s compensation, leaves of absence, and accounting-related responsibilities. Planned, coordinated and provided on-site support for all travel, activities and meeting planning for the annual Office Coordinator meeting, held at the Ponte Vedra Inn & Club and Crown Plaza in 2007 and again in 2008, saving $20, 000 while maintaining the integrity of the conference. Provided general administrative support and record keeping.
Handled daily administration of employee benefit: medical, dental, vision, life, AD&D, STD, LTD, worker’s compensation, flexible spending accounts and 401(k), as well as the tuition reimbursement and transportation benefit programs. Created and/or maintained databases to track employee leaves—workers’ compensation, disability, FMLA, ADA, etc. Entered and tracked data in HRIS system – Deltek GCS Premier and Cost point. Prepared and audited monthly premium statements for payment for all health & welfare benefit plans.
Systems Specialist, Directed benefits conversion projects for 14 new acquisitions. Handled asset mergers, totaling $16M for 1900 new participants. Identified and corrected implementation errors by vendor specialists. Integrated new acquisition Personnel into Benefits procedures. Coordinated outsourcing project of $30M in-house pension funds to Mass Mutual. Coordinated projects to implement Investment Committee decisions. Participated in RFP process for pension provider. Benefits Administrator, Administered the comprehensive billing and processing of web transactions of various employee benefit plans such as health, life, and disability insurance plans and 401k. Prepared and assisted with coordination of trade show booth for HR department including design and logistics. Researched companies for marketing products to further market HR services. Prepared and audits monthly plan billings, which include calculation, input, posting and invoicing. Maintained vendor relationships to report billing/enrollment discrepancies.
Payroll Specialist and Benefits Administrator, Promoted from Payroll and Benefits Specialist to current position after 2 years. Managed multi-state semi-monthly payrolls for four companies using Paycheck. Coordinated with CFO to implement the transition from one company to a combination of four non-profit and for-profit entities, each with its own payroll and benefits plan. Administered all benefits (Health, Dental, Life, 401(k), 125 Plan, COBRA, FSA, Disability and Unemployment) to ensure consistency and audit-readiness. Liaison between employees and insurance companies to resolve issues. Collaborated with Executive Management to negotiate a new benefits package which resulted in a 5% savings and a 90% employee satisfaction rate.
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