Danielle Townsend
Indianapolis,IN
Summary
I am a seasoned results-driven Retirement Plan Manager known for high productivity and efficient task completion. I specialize in strategic planning, team leadership, and operational improvement. I excel in communication, time management, problem-solving, and adaptability, ensuring seamless project execution and team cohesion. I have a proven track record of driving process improvements, enhancing productivity, and implementing innovative solutions. I am also skilled in building strong relationships across all levels of an organization to achieve business goals.
Overview
18
18
years of professional experience
Work History
Retirement Plan Manager
OneAmerica
Indianapolis, IN
01.2013 - Current
- Performed and interpreted non-discrimination testing for ERISA retirement plans.
- Prepared Form 5500 for regulatory filing
- Ensured compliance with all applicable laws, regulations, industry standards. Plan Restatements / Secure Act 2.0
- Conducted regular meetings with plan administrators and financial advisors to discuss progress, plan design, correction programs, and identify areas of improvement for plan administration.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Served as a system matters expert for special projects and enhancements.
- Six Sigma Yellow Below Belt
- Coached, mentored and trained team members in order to improve their job performance.
Retirement Plan Coordinator
American Funds
Carmel, IN
04.2006 - 01.2013
- Provided administrative support to plan administrators and financial advisors.
- Processing plan distributions, contributions, fund allocation/exchanges, and data entry.
- Identified areas of improvement within existing processes and implemented changes accordingly.
- Resolved customer complaints in a timely manner while upholding company standards.
- Day to day working relationships with Third Party Administrators
Education
Associate of Science - Business Administration And Management
Indiana Wesleyan University
Marion, IN12-2010
Skills
- Plan Administration
- ERISA Knowledge
- Plan Design
- Group Variable Annuities
- Regulatory Compliance
- Recordkeeping
- Reporting
- IRS/ DOL
- Strong Analytical Skills
- Payroll
- Funding
- Excel Proficient/Advanced
- Accounting
- Financial Reconciliation
- Plan Termination
- New Business
Timeline
Retirement Plan Manager
OneAmerica
01.2013 - Current
Retirement Plan Coordinator
American Funds
04.2006 - 01.2013
Associate of Science - Business Administration And Management
Indiana Wesleyan University
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