Chelsea Walker
Salt Lake City,UT
Summary
I bring over 20 years of Plan Document and retirement plan experience to the table. I believe that people are the most important asset to a company and help utilize my own skills and the skills of others to build and develop whatever area I work in.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Client Service Manager Team Leader
Alliance Benefit Group Rocky Mountain
Salt Lake City, UT
09.2019 - Current
- Developed and managed client relationships on over 100 plans with our key advisory relationships.
- Managed the plans from daily inquiries, to their annual compliance testing, 5500s, and plan audits. Provided resolution to compliance issues that would arise.
- Mentored and managed a team of client service managers who performed similar job functions.
Plan Implementation and Documents Manager
Alliance Benefit Group Rocky Mountain
Salt Lake City, UT
01.2009 - Current
- During this period of employment I managed a small team that on-boarded new clients to ABGRM. We would have client calls to go over the implementation process and draft the plan document.
- Worked with other providers to transfer assets over to ABGRM in a smooth and timely transition.
- Created and sent out plan documents and amendment for signature. Managed the team that assisted with these functions.
- Was involved in the EGTTRA document restatement, and was lead on the PPA document restatement and POST PPA document restatement.
- Had a small block of business that I also was the Client Service Manager for and completed all annual testing, 5500, and service on.
Pension Administrator
Alliance Benefit Group Rocky Mountain
Salt Lake City, UT
05.1997 - Current
- Assisted in many job functions including contribution processing, distributions, plan documents, filing.
- Took ASPPA tests to become credentialed in the Retirement plan industry.
Education
Biology
University of Utah
Salt Lake City, UT05.1997
Skills
- Customer Relations
- Proficient in Relius
- Proficient in FT William plan documents
- Proficient in Excel, Word and other Microsoft Office programs
- Client Services
- Training and Mentoring
- ADP/ACP testing
- 5500s and Audit Support
Certification
- ASPPA Credentials - CPC, QPA, QKA
Timeline
Client Service Manager Team Leader
Alliance Benefit Group Rocky Mountain
09.2019 - Current
Plan Implementation and Documents Manager
Alliance Benefit Group Rocky Mountain
01.2009 - Current
Pension Administrator
Alliance Benefit Group Rocky Mountain
05.1997 - Current
Biology
University of Utah
- ASPPA Credentials - CPC, QPA, QKA
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