By Georgette Tran. Resume. Published at Saturday, August 17th, 2019 - 08:49:02 AM.
Facilitated retirement processes for 9000+ members throughout the Southern California and Southern Nevada areas. Educated members regarding procedures and offered post-retirement job counseling. Collaborated with Central Pension Fund office in Washington, D.C., to coordinate pension benefits nationwide. Resolved health and benefits issues by effectively liaising with vendors. Expedited resolution of pension issues by building and leveraging a strong business relationships with the Central Pension Fund’s office in Washington, D.C. Identified and corrected errors in premium payment system to ensure health insurance coverage for members. Eased process for next of kin of deceased members seeking information regarding death benefits and life insurance.
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.
Sr. Benefits Administrator, Managed Comprehensive Benefit Plans for over 25,000 employees. 401(k) Plan Administrator managing assets of $60 million. Processed monthly billing invoices from our vendors. Worked with JD Edwards Accounting/HRIS software. Worked with Broker Consultant to manage $35 Million Dollar Self Insurance PPO Plan. Created an Electronic Virtual Filing/Retrieval system that eliminated the need for paper filing.
generalist, Managed and coordinated corporate benefit plans, reviewed new enrolls and resolved claims. Supervised the Human Resources Clerk and managed insurance inventory for over 50 offices. Coordinated open enrollment and instituted a new benefit plan based on a survey. Interpreted company policies and procedures and resolved employee issues. Responsible for the administration of Health, Life, Disability, Flexible Spending Accounts and Cobra programs for temporary, staff, and PEO clients. Reconciles the weekly benefits deduction register for invoicing clients. Coordinates with payroll to maintain electronic enrollment for temporary employees. Manages the COBRA process to ensure that documents are provided, premiums collected and accurately posted to Lotus system. Runs ACA census and data reports for clients to determine benefits eligibility. Provides administrative support during the annual open enrollment process.
Administered benefits for seven thousand staff and billable employees of company. Extracted info from specialized reports via Excel and ADP systems to prep carrier payments. Assisted participants with enrollment, benefit, and payroll deduction related questions as needed via phone and/or email. Retrieved from and/or sent info to multiple carriers regarding enrollment for benefits. Developed, maintained, and updated procedures for reports processing and other activity.
Benefits Administrator (contractor), Prepared and maintained new hire binders/folders and other employee benefit communications, including the benefits newsletters and the HR SharePoint sites. Assisted employees with benefits enrollment forms; ensured all required information was supplied and forms are complete. Assisted with the annual benefits open enrollment process. Completed data entry of new hires, terms and benefits information in HRIS system on a daily/weekly basis. Created and maintain I-9 files, employee files and benefits files. Prepared termination letters and terminated employees from appropriate benefits. Monitored COBRA reporting, adjusting enrollment records as needed. Monitor and track completion of the Code of Ethics, Employee Handbook and Anti-Harassment Policy. Managed and processed tuition reimbursement requests. Compiled data and materials for the annual 401(k) audits.
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