Christine DeCaria-Gibbs, QPA, QKC, QKA
Zelienople,PA
Summary
Accomplished Retirement Plan Manager with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
22
22
years of professional experience
Work History
Vice President, Client Relationship Management
BPAS
06.2024 - Current
- Manage accounts by problem solving and system research through client requests
- Develop practices to find qualified candidates for employment
- Evaluate systems and processes to create efficiencies for team members and client product offerings
- Create a solid approach to servicing clients as the Investment Fiduciary
- Manage a team of 8 employees providing mentoring and guidance to create growth within my department
Senior Partner Relationship Manager
BPAS
01.2018 - 06.2024
- Work with Financial Intermediary Partners to help serve clients and grow their retirement plan business
- Assist Financial Intermediary Partners and Plan Sponsors with creating an effective retirement benefit program for their employees
- Understanding and keeping up to date with legislative and regulatory updates to ensure plans are in compliance
- Benchmarking retirement plans to assist Financial Advisors with ensuring that fees within their plans are competitive in the market-place
- Assisting Financial Advisors with annual review meetings with plan sponsors. Reviewing the overall health of the plan, investment related details and offering additional products and services to improve the overall health of the plan
Senior Plan Consultant
BPAS
01.2013 - 01.2018
- Manage accounts by problem solving and system research through client requests
- Review and approve plan documents to maintain a guide for all plan standards
- Research and resolve clients’ issues with a sense of urgency
- Conduct Annual Compliance Testing for over 100 clients
- Prepare Annual Form 5500 and applicable Schedules
- Calculate allocations using required formulas based on client requests
- Plan Sponsor training on BPAS processes ensuring that they understand how to utilize the systems properly
Plan Consultant
BPAS
01.2006 - 01.2013
- Manage accounts by problem solving and system research through client requests
- Reconcile plan assets to ensure a smooth transition for over 60 401(k) plans
- Review and approve plan documents to maintain a guide for all plan standards
- Research and resolve clients’ issues with a sense of urgency
- Conduct Annual Compliance Testing for over 100 clients
- Prepare Annual Form 5500 and applicable Schedules
- Calculate allocations using required formulas based on client requests
Defined Contribution Plan Administrator
Federated Investors
01.2003 - 01.2006
- Operation and administration of 30 retirement plans for 2,000 + plan participants
- Researched and resolved clients’ issues on a daily basis
- Selected by management to handle a high-profile client
- Collaborated with the compliance team to complete applicable non-discrimination testing for 30 retirement plans to ensure adherence to government regulations
- Prepared Annual Form 5500 and applicable Schedules
- Reconciled 60+ contribution files monthly and plan assets daily
- Increased attendance at company sponsored events by assisting in the creation of activities to build employee morale
- Piloted social morale program to foster improved employee relations
- Created 6+ events for 30-80 participants
Education
MBA/HRM -
University of Phoenix
Phoenix, AZBachelor of Business Administration - Business Management
Clarion University
Clarion, PASkills
- Service Excellence
- Relationship Building
- Employee and Employer Relations
- Policy and procedure development
- Proposals and presentations
- Approachable leader
- Planning and coordination
- Project Management
- Public Speaking
- Consulting
- Problem-solving abilities
- Customer Service
Professional Designations
Qualified Pension Administrator (QPA)
Qualified 401(k) Administrator (QKA)
Qualified 401(k) Consultant (QKC)
Timeline
Vice President, Client Relationship Management
BPAS
06.2024 - Current
Senior Partner Relationship Manager
BPAS
01.2018 - 06.2024
Senior Plan Consultant
BPAS
01.2013 - 01.2018
Plan Consultant
BPAS
01.2006 - 01.2013
Defined Contribution Plan Administrator
Federated Investors
01.2003 - 01.2006
Bachelor of Business Administration - Business Management
Clarion University
MBA/HRM -
University of Phoenix
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