CARRIE SCULLIN
Strongsville,Ohio
Summary
Experienced in risk management, 401(k) plan administration, and customer service. Dynamic candidate with a strong analytical mindset and excellent communication skills. Demonstrated ability to quickly adapt to new environments. Positive attitude and commitment to continuous learning and growth. Valuable asset to any organization.
Overview
25
25
years of professional experience
Work History
Qualifed Plan Specialist
Zabarsky and Associates, LLC
05.2018 - 05.2022
- Perform quarterly and annual valuations of 401(k) Plans, including reconciling assets, preparing reports, and updating employee information.
- Review census details for accuracy and compliance with plan provisions.
- Process distributions, loans, and 1099R documents.
- Assist by answering phones, responding to participant inquiries, and providing information to clients.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Risk Review Manager, Associate Vice President
Key Services Corporation
09.2002 - 08.2005
- Conduct risk reviews of trust and brokerage lines of business.
- Examine department procedures to ensure compliance and adequate controls.
- Draft written recommendations for necessary changes and follow-up on their completion.
- Communicate critical issues to executive management.
- Trained entire brokerage and trust line of business on compliance software and testing.
Implementation Specialist
Victory Capital Management
06.2001 - 09.2002
- Coordinate conversion process for new defined contribution plan business.
- Facilitate client conference calls.
- Communicate daily with clients, and team members, to provide updates, answer questions, and resolve issues.
- Educate and explain process to new broker relationships.
- Assist with product development.
Section Manager - Employee Benefit Production Team
Key Services Corporation
10.2000 - 06.2001
- Assign and monitor workflow for nine employees.
- Responsible for 72 defined contribution plans, including our division's most sensitive clients.
- Ensure that all service agreements for distributions, loans, certified trust statements, and participant statements are met.
- Design and implement new policies and procedures that will increase efficiencies.
- Research and resolve audit issues.
Team Lead - Employee Benefit Production Team
Key Services Corporation
01.2000 - 09.2000
- Backup Section Manager in various capacities (meetings, projects, deliverables, etc.) Assist with daily problem solving.
- Audit other analyst work to ensure zero errors.
- Teach new hire training classes.
- Initiated and designed written procedures for processing.
- Worked different stations to provide optimal coverage and meet production goals.
Conversion Analyst
Key Services Corp
03.1997 - 12.1999
- Complete set-up of defined contribution plans on recordkeeping system.
- Reconcile prior trustee's records to assets received.
- Recognize and resolve out of balance conditions.
Education
Bachelor of Arts - Economics
Ohio Wesleyan University
Delaware, OH05.1996
Skills
- Efficient Multi-Tasker
- Strong Organizational Skills
- Positive Attitude
- Focused and Driven
- Risk Management Expertise
- Analytical Thinking
- Attention to Detail
- Proficient in Microsoft Office
Timeline
Qualifed Plan Specialist
Zabarsky and Associates, LLC
05.2018 - 05.2022
Risk Review Manager, Associate Vice President
Key Services Corporation
09.2002 - 08.2005
Implementation Specialist
Victory Capital Management
06.2001 - 09.2002
Section Manager - Employee Benefit Production Team
Key Services Corporation
10.2000 - 06.2001
Team Lead - Employee Benefit Production Team
Key Services Corporation
01.2000 - 09.2000
Conversion Analyst
Key Services Corp
03.1997 - 12.1999
Bachelor of Arts - Economics
Ohio Wesleyan University
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