Christopher Koehler

Dedicated employee with over 28 years of experience in the Retirement Plan Industry and Insurance Carrier world. Includes managing data exchange, providing support to insurance carriers and employers, and ensuring effective communication for problem resolution. Skilled in Project Management, Requirements Document gathering, and User Acceptance Testing for both Qualified and Non-Qualified clients (including Defined Benefit/Defined Contribution/Money Purchase Pension/403(b)/457 Plans, Well versed in client administration, report writing, and coordinating with internal and external teams. Some experience in regulatory compliance matters, conducting testing (ADP/ACP/Top Heavy), preparing 5307 packages, and some experience with annual 5500 filings. Proficient in managing client communication, ensuring compliance with plan documents, and facilitating client meetings. Adept at utilizing Servicenow, Omniscript, MS Office, SQL, Omni/Adminweb/McCamish Record-keeping Platforms, and other tools to meet deadlines and provide systems support. Capable of working independently, as well as in a team. Managed plan design changes that often involved thousands of participants and billions in AUM.