Carolyn Barnard

Primary client contact for 80+ 401(k) plans, performing A to Z administration including contribution calculations, compliance testing, and annual federal reporting. Supervision and processing of loans and distributions. Large plan reconciliation, reporting, and audit liaison. Financial advisor liaison. Plan document provision recommendations. Plan corrections. Research and training assistance. Peer review.

Administration of balance forward retirement plans, including compliance testing and reporting. Processed day-to-day transactions including loans, distribution, and hardships.

Primary client contact for 60+ 401(k) retirement plans. Prepared and reviewed annual administrative work for plans including contribution calculations, compliance testing, and annual reporting.

Researched and resolved issues for clients such as mismatched payrolls to IRS correspondence. Interacted with Trustees, clients, Financial Advisors, and participants. Supervision and processing of loans & distributions. Large plan reconciliation and audit liaison. Plan corrections.

Other positions / Employer entities while at same desk:

Cafeteria Plan Manager/Welfare and Retirement Plan Administrator (2009-2013) dba Alliance Benefit Group Carolinas

Welfare and Retirement Plan Administrator (2007-2009) dba Retirement Plan Advantage, LLC

Welfare and Retirement Plan Specialist (2006-2007) dba Elliott Davis, LLC

Responsible for approximately 150 retirement, welfare, and cafeteria plan engagements. A to Z administration of 401(k) plans. Implemented Cafeteria Plan administration department after the purchase of a block of cafeteria plans. Coordinated set-up of administration software, client forms, communication materials, and enrollment meetings. Ensured compliance with applicable legislation, including HIPAA. Created fee schedules and service agreements. Implemented department polices and adjudicated participant claims. Liaison between employer and benefit vendors. Extensive spreadsheet reporting and analysis of benefit plan activity. Annual reporting and compliance for welfare block of plans.

Administration, compliance, and reporting for Defined Contribution plans, annual reporting and consulting on welfare and Section 125 Cafeteria plans. Large plan audit assistance.

Full compliance and administration of defined contribution plans, welfare, and Section 125 plans.

Compliance and full administration of defined contribution plans. Claims processing and compliance of Section 125 Cafeteria plans. Compliance and annual reporting of welfare plans.