Chad Gancarz

• Serve as the primary contact for a specified block of business and tasked with overall client satisfaction on the assigned business for clients ranging between 10MM and 1 billion in assets.
• Accountable for overall delivery of service to our institutional clients, advisors, partners and third party administrators.
• Proactively address and communicate essential recordkeeping information to stakeholders during each plan year, including compliance testing results, plan amendment requests, plan design issues, regulatory changes, product enhancements, and new website functionality.
• Promptly handle escalated issues requiring special handling through coordination with various internal departments including functional processing areas, legal, compliance, systems, financial control, and technical support.
• Manage daily communications with internal and external parties to maintain and develop strong client relationship.
• Engage clients and partners on additional product enhancements that would bring value to their business.

• Serve as the primary contact for over 125+ defined contribution plan sponsors, advisors, brokers and Third Party Administrators (TPA)
• Gather client information and data as it relates to annual compliance testing, plan funding calculations, audit requests and plan amendments.
• Maintain effective lines of communication between internal and external groups as it pertains to case resolution and complex service inquiries.
• Organize client meetings to assist plan sponsors with plan inquiries. Be in involved with education meetings as well as participate in onboarding, plan design and plan-review calls.
• Cultivate strong relationships with plan sponsors, advisors and various groups through dynamic communication and overall service excellence.

• Counsel clients on financial matters involving their Defined Contribution plan or retail investment accounts while providing investment guidance, retirement planning and overall financial education
• Larger focus in tier II on developing relationships and retaining assets, consolidating outside assets, manage relationships and present additional products to make the firm their primary financial hub.
• Leverage customer service and consultative sales techniques to assess participant's financial aspirations and uncover opportunities to guide them towards a more secure financial future.
• Process Investment transactions, whether mutual fund, equity, fixed income, options etc..
• Exceptional (E) rating for 2020 Performance Year, awarded company shares.
• Consistent top performer across all metrics nationally with regular recognition throughout the department and two Excellence in Action (EIA) awards.

• Process client transactions, such as investment trades, distributions/contributions and other account-related actions.
• Provide additional value to clients regularly by promoting the use of the Fidelity's tools and resources, in order to cultivate more meaningful client outcomes.
• Work item and back office resolution regarding client transaction processes, AML/Fraud surveillance, adhoc problem resolution, etc.

· Assisted with flight plans accounting for aircraft performance, aircraft loading, en-route condition, forecasts, and airport operation considerations.

· Work closely with vendor department heads on logistical planning.

· Member of inter-organizational Safety Action Group, charged with company-safety due diligence, and synthesized operational findings into actionable recommendations, as it pertains to the effects on business and safety performance.

· Aided administration of benefits with company plan administrator and financial controller.