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Austin Katz
Retirement Plan Administration
Houston,US
Summary
Analytical and organized professional comfortable working independently or as part of a team. Retirement /Financial support specialist skillful in executing effective retirement services operations. History of analyzing administrative effectiveness and developing improved procedures.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Certificate
Work History
Associate Plan Administrator
Karel Gordon & Associates
Deerfield, IL
11.2022 - 12.2023
- Processed distributions (withdrawals, in-service, RMD’s, loans, hardships, forceouts)
- Maintained ongoing client contact to assist with day to day service issues.
- Worked with both defined contribution and
defined benefit plans. - Prepared forms for yearly IRS Filings (5500, 5558, Annual Reports).
- ASPPA RPF Certification.
- Regular use of systems such as PensionPal,
Datair, Pension Reporter. - Maintained professional relationships and job duties while working in a fully remote position.
Operations Specialist
Equitable
Houston, TX
08.2019 - 07.2022
- Worked with multiple teams made of up to 24 financial advisors, assisting them on all back-end paperwork and processing.
- Specializing in 403b and 457 retirement accounts which included processing rollovers, internal rollovers, and salary reduction agreements.
- Processed and maintained IRA accounts, 529 accounts, and life insurance accounts.
- Wrote and processed paperwork regarding name changes, address changes, and payment changes for every type of account.
- Communicated with compliance, service team members, third party administrators, and internal wholesalers on behalf of advisors to address and correct any necessary issues.
- Processed IRA's using LPL Financial platform and processed fund transfers to and from clients' bank accounts.
- Used DocuSign daily to acquire signatures from clients and advisors.
- Created new systems to adapt all responsibilities to be done fully remote due to Covid.
- Maintained information of clients using SalesForce.
- Worked with lead generation using Zoominfo.
Human Resources Assistant
Doggett Machinery Services
Houston, TX
03.2018 - 07.2018
- Posted positions through approved recruitment channels.
- Delivered friendly assistance with new hires throughout interviewing and hiring process.
- Processed documentation for employee actions such as new hires, grievance resolutions and terminations.
- Filed paperwork, sorted and delivered mail and maintained office organization.
Child Support Officer
Office Of The Attorney General Of Texas
Austin, TX
01.2017 - 12.2017
- Monitored cases for support order compliance and made adjustments.
- Performed case management tasks to enforce court-ordered child support obligations.
- Executed collection calls and written or in-person interactions to solicit child support payments on overdue accounts.
- Assigned and distributed all incoming mail and fax traffic from customers to appropriate parties in office.
- Responsible for initiating liens of delinquent child support accounts.
Relationship Manager
C-level Connections
Austin, TX
01.2016 - 12.2016
- Established connections and created meetings between executives and clients through cold calling methodology.
- Educated potential clients of products that were assigned to me.
- Responsible for developing leads and contacts for clients
- Managing calendars of sales team
- Set up teleconferences with sales teams and potential clients utilizing the Salesforce platform.
Intern
Office Of The Attorney General Of Texas
Austin, TX
08.2015 - 12.2015
- Provided clerical support, addressing routine and special requirements.
- Sorted, organized and maintained files.
- Answered and transferred incoming telephone calls, taking messages for various staff members.
- Assisted with projects by applying strong analytical skills and studies.
- Researched and reviewed information in support of daily objectives.
- Assisted in industry trade shows, interacting with consumers and answering questions.
- Distributed office supplies and files for staff.
- Reviewed, researched, and completed required actions on caseload assignments in various stages of enforcement, establishment, and modification to collect child support.
- Attended both establishment and enforcement of child support court cases.
Education
Bachelor of Science - Applied Sociology
Texas State University
San Marcos, TX 08.2011 - 12.2015
Skills
Plan Administration
undefinedSoftware
Microsoft Excel
DocuSign
Adobe PDF
SalesForce
Datair
PensionPal
Pension Reporter
Timeline
ASPPA Retirement Plan Fundamentals
08-2023
Associate Plan Administrator
Karel Gordon & Associates
11.2022 - 12.2023
Operations Specialist
Equitable
08.2019 - 07.2022
Human Resources Assistant
Doggett Machinery Services
03.2018 - 07.2018
Child Support Officer
Office Of The Attorney General Of Texas
01.2017 - 12.2017
Relationship Manager
C-level Connections
01.2016 - 12.2016
Intern
Office Of The Attorney General Of Texas
08.2015 - 12.2015
Bachelor of Science - Applied Sociology
Texas State University
08.2011 - 12.2015
Certification
ASPPA Retirement Plan Fundamentals
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