Managed trust and administrative services for very large corporate clients' savings, 401(k) and stock ownership plans. Handled all regulatory and ERISA compliance, cash and securities management, investment plans, consulting, trust administration, and accounting for individual and small business clients.
- Team Player in the identification and development of compensation and benefit policies and strategies addressing the clients? needs.
- Designed and implemented pension plans to meet retirement and education goals.
- Administered annuity and pension plan benefits for individuals, corporations and small businesses.
- Discussed and developed investment plans to meet individual clients? needs.
- Performed quarterly and monthly revisions of Financial and Utilization Reports; assisted in the revision of Plan Documents and developed the Summary Plan Description.
- Managed plans systems and database, reports, statements, and administrative forms design including 404(c), ADP, ACP; oversaw system conversions and daily production.
- Provided monthly seminars and education meetings.