Colleen Bonadona, QKA
Houston,TX
Summary
Hardworking retirement plan industry professional with over five years of experience in the field. Organized and patient individual polished in handling plan participants, plan sponsors, financial advisors, and investment provider professionals. Team player with leadership experience commended for demonstrating honesty and integrity with customers, team members, and supervisors, with over 4 years of remote work experience.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Retirement Plan Associate
Definiti LLC
Remote
03.2022 - 08.2025
- Processed annual administration tasks, including the collection and review of census data from clients, importing censuses into ASC, as well as eligibility and data checks for both Defined Benefit and Defined Contribution Plans
- Completed the annual download and import of investment provider reporting using ASC.
- Facilitated vesting updates with over 15 investment providers.
- Assisted with the preparation of Form 5500s, Form 5558s, and related schedules using both DGEM and FT Williams software.
- Assessed annual contribution reconciliations using ASC software and Microsoft Excel.
Distribution and Loan Specialist
Nova 401(k) Associates
Houston, Texas
02.2020 - 02.2022
- Prepared distribution and loan packages from start to finish, including vesting verifications, Required Minimum Distributions, hardships, in-service distributions, and loan calculations for both Defined Benefit and Defined Contribution plans.
- Assisted participants, plan sponsors, and financial advisors daily via phone and email with distribution and loan issues, and inquiries.
- Established and maintained consistent relationships with vendors, plan sponsors, and participants to ensure accurate and timely processing of distribution and loan request
Data Associate
Amazon Data Services
Remote
02.2019 - 02.2020
- Provided critical confidential data to internal Amazon Machine Learning Team to improve Amazon Automatic Speech Recognition Program and Natural Language Understanding Models.
- Focused on transcription, text annotation, and data trend analysis while continuously maintaining a high of 95% quality score for respective confidential data workflow for Amazon Alexa.
Education
Bachelor of Science - Marketing, Minor in Communication Studies
Lousiana State University
Baton Rouge, LA05-2018
Skills
- Data collection and analysis
- Contribution reconciliation
- Effective communication
- Team collaboration
- Attention to detail
- Customer interaction
Certification
- ASPPA Qualified 401(k) Administrator (QKA) - January 2024
- NIPA Certified Distribution and Loan Administrator - April 2020
Timeline
Retirement Plan Associate
Definiti LLC
03.2022 - 08.2025
Distribution and Loan Specialist
Nova 401(k) Associates
02.2020 - 02.2022
Data Associate
Amazon Data Services
02.2019 - 02.2020
Bachelor of Science - Marketing, Minor in Communication Studies
Lousiana State University