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Examples Of A Good Reference Letter

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By Delit Michel. Resume. Published at Saturday, August 17th, 2019 - 06:36:58 AM.

Administer all aspects of over 500 employees’ 401(k) accounts with over $60 million in assets. Provide excellent customer service, process distribution and loan paperwork, and communicate with 401(k) vendors. Responsible for servicing client sponsored 401(k) Plans including uploading contributions on the various provider websites. Work with Financial Educators and Insurance Agents to help prepare proposals for potential clients, implement new accounts, schedule appointments and track commissions. Coordinate employees’ voluntary benefits including determining their interests and working with vendors to implement policies. Work daily with Microsoft Word, Excel, Outlook and CRM.

Oversaw the outsourced relationship for managed disability and Family Medical Leave operations coordinating workflow with vendors, and collaborating with HR Business Partners nationwide. Managed escalated disability issues and appeals for union and non-union employees ensuring timely and compliant resolutions. Conducted analysis of data in health and welfare vendor’s system to ensure accuracy, conducts data comparisons between internal and external systems. Investigated, researched and responded to inquiries from participants on pension benefits, eligibility for pension survivor benefits and retiree medical and life insurance. Coordinated internal and external audit activity for pension plan. Partnered with third party vendor to validate and confirm final data for pension calculations. Established and executed the process to identify, notify and transition disabled employees to Medicare.

Accounting, Payroll, & Benefits Administrator, Meticulously and skillfully managed daily accounts payable, accounts receivable, payroll, and Human Resource functions. Redesigned and implemented a successful disaster recovery plan system, resulting in a smooth payroll execution during debilitating situations. Sole Human Resource Representative for a fast growing organization, resulting in primary interface with employees, family members, Parent Company, outside payroll and 401k administrator. Maintained personnel payroll and 401K plan for 70+ employees with strict confidentiality and accuracy. Served as a financial resource person to fulfill accounting requirements to appropriate personnel. Successfully obtained a NJ State Grant for training, resulting in employee education programs. Worked with OFCCP (Office of Federal Contract Compliance Programs) affirmative action plan.

Staff Accountant/benefits Administrator, Responsible for Accounts Receivable including data entry, preparing invoices and processing payments. Processed A/P invoices, authorization approval, g/l coding and input, check processing and filing. Managed 3 bank accounts as including between-account transfers, wire follow ups and bank account reconciliation. Prepared payroll – tracked hours per job per architect, verified hourly rate (regular, overtime, double time, sick time, premiums, etc). Prepared, filed, and disbursed quarterly/annual payroll taxes (941, 940) as well as estimated quarterly taxes for S corp owners/officers. Administered 401k program, track company matches, file 5500 and distribute SAR. Oversaw and managed health care reimbursement account, group medical insurance and dental insurance. Enrolled new hires into all insurances (Life, ADD, LTD, STD, health, dental, HRA).

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.

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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