Heather Bulman
Durham,NC
Summary
Dynamic Plan Administrator at Pelion Benefits, Inc., adept in regulatory compliance and financial reporting. Proven track record in enhancing customer service and training staff, ensuring accurate plan administration. Skilled in data analysis and project management, I excel in problem-solving and fostering teamwork to achieve organizational goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Plan Administrator
Pelion Benefits, Inc.
Durham, NC
11.2015 - Current
- Assisted participants with questions regarding eligibility, vesting, distributions, rollovers, loans and other related inquiries.
- Reviewed government notices received concerning changes in tax laws or regulatory requirements affecting employee benefit plans.
- Generated reports detailing financial transactions within the defined contribution plans.
- Assisted with training new staff members on plan administration procedures.
- Participated in meetings with clients regarding their employee benefit programs.
- Reviewed employee deferral elections to ensure accuracy of contributions to their respective accounts.
- Produced documents required by the Department of Labor or Internal Revenue Service.
- Provided customer service support by responding to participant inquiries in a timely manner.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Maintained detailed records on plan activity such as contributions, loans, transfers and withdrawals.
- Coordinated the processing of distributions from qualified retirement plans in accordance with IRS guidelines.
- Prepared annual reports for retirement plans, including 5500s, summary plan descriptions, and benefit statements.
- Researched complex problems involving participant benefits or account balances.
- Completed required testing for non-discrimination purposes for all qualified retirement plans.
- Attended seminars or webinars related to qualified retirement plans.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Worked effectively in team environments to make the workplace more productive.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Managed inventory and supplies to ensure materials were available when needed.
Server
Courtney's Restaurant
Raleigh, NC
07.2013 - 03.2015
- Communicated with kitchen staff to stay updated on item availability and customer wait times.
- Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
- Trained new employees to perform duties.
- Presented food and beverages to guests at tables.
- Prepared checks, itemizing total meal costs and taxes.
- Maintained a clean work station by restocking supplies, wiping down counters.
- Developed positive relationships with regular customers through friendly conversation.
- Handled food safely and kept spaces clean to protect customers from foodborne illness and maintain proper sanitation.
- Assisted other wait staff members in times of heavy customer traffic.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Provided excellent customer service by addressing any complaints or concerns promptly.
Server
Cracker Barrell
Greenville, NC
09.2012 - 02.2013
- Provided exceptional service to high volume of daily customers.
- Checked identification to verify if guests meet minimum age to legally purchase or consume alcoholic beverages.
- Followed health safety guidelines when preparing and serving food products.
- Completed cleaning duties by sweeping and mopping floors, vacuuming carpet and tidying up server stations.
- Upheld high standards of sanitation in accordance with health department regulations.
- Provided excellent customer service to ensure satisfaction.
- Ensured that each guest was served courteously, quickly, and efficiently.
- Checked with customers to determine satisfaction with meals, promptly taking action to correct problems.
Server Trainer
On The Border
Raleigh, NC
05.2007 - 04.2012
- Addressed and resolved any interpersonal issues among trainees, promoting a harmonious training environment.
- Introduced time-management techniques to help new servers efficiently balance multiple tables and customer requests.
- Collaborated with management to identify training needs and develop strategies for continuous improvement.
- Performed continuous reviews of wait staff and provided feedback directly to team members as well as managers.
- Provided one-on-one support to ensure successful completion of training objectives.
- Conducted comprehensive training sessions for new servers, focusing on menu knowledge, customer service skills, and POS system operation.
- Provided exceptional service to high volume of daily customers.
- Monitored performance of trainees throughout the course duration to identify areas for improvement.
Education
Associate of Science - Veterinary Science
Miller Motte College
Raleigh, NCAssociate of Science - Nursing
Pitt Community College
Winterville, NCBachelor of Science - Nursing
East Carolina University
Greenville, NCSkills
- Plan administration
- Regulatory compliance
- Financial reporting
- Data analysis
- Employee training
- Customer service
- Problem solving
- Attention to detail
- Project management
- Teamwork and collaboration
- Willing to learn
- Adaptability and flexibility
- Effective communication
- Typing and 10-key entry
Certification
- Qualified 401(k) Plan Administrator - QKA
Timeline
Plan Administrator
Pelion Benefits, Inc.
11.2015 - Current
Server
Courtney's Restaurant
07.2013 - 03.2015
Server
Cracker Barrell
09.2012 - 02.2013
Server Trainer
On The Border
05.2007 - 04.2012
Associate of Science - Veterinary Science
Miller Motte College
Associate of Science - Nursing
Pitt Community College
Bachelor of Science - Nursing
East Carolina University
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