Antoinette Avelancio

• Perform annual testing of ADP/ACP
• Prepare and analyze data for use in annual valuations and plan administration
• Preparation and filing of Form 5500 including trust accounting and reconciliation
• Preparation of Plan Adoption Agreements

• Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
• Assisted manager in all aspects of business operations.
• Act as a liaison between the project manager, clients, and team members.
• Attend meetings and take minutes to ensure clear communication among all parties

• Received and reviewed incoming forms and documents from retirees.
• Prepared and mailed invoices to customers, processed payments, and documented account updates.
• Calculated Annual Cost of Living increase for pension benefits.

• Helped prospective retirees make informed decisions about their financial future.
• Calculated pension benefits based on work history and plan regulations.
• Assisted in the training of new employees and participated in cross-training with other departments.

⦁ Began employment with this company as Temporary Receptionist and was eventually promoted to Pension Representative
⦁ Gained strong evaluation skills by interpreting various Defined Benefit Plans and calculating present value for matrimonial purposes.
⦁ Composed letters detailing account balances of IRA and 401(k) Plans, detailing any loans or withdrawals.
⦁ Trained all new employees and provided feedback to my superiors about their work performance.