Jake Walker
Indianapolis,IN
Summary
Dynamic Retirement Plan Administrator with extensive experience at Aboon Administration Services, LLC, excelling in ERISA compliance and benefits administration. Proven track record in enhancing operational efficiency and mentoring teams. Adept at financial analysis and fostering strong vendor relationships, ensuring seamless plan transitions and superior client service delivery.
Overview
11
11
years of professional experience
Work History
Retirement Plan Administrator
Aboon Administration Services, LLC
12.2024 - Current
- Assisted in administering retirement plans, ensuring compliance with regulatory requirements.
- Supported client onboarding processes by gathering necessary documentation and information.
- Processed participant transactions accurately and efficiently within system protocols.
- Collaborated with team members to resolve participant inquiries and issues promptly.
- Maintained comprehensive records of plan activities and participant interactions for audits.
- Reviewed plan documents for accuracy and adherence to compliance standards.
- Participated in training sessions to enhance understanding of retirement plan regulations and systems.
- Contributed to project initiatives aimed at improving service delivery and operational efficiency.
- Reviewed and updated plan documents regularly, maintaining accuracy and compliance with changing regulations.
- Worked closely with payroll teams to ensure accurate calculation and remittance of employee deferrals and employer contributions.
- Implemented efficient tracking systems for monitoring participant contributions, loans, distributions, and vesting statuses accurately.
- Facilitated smooth integration between recordkeeping platforms by coordinating migrations or system upgrades diligently.
Retirement Plan Consultant
CBIZ
03.2022 - 12.2024
- Analyzed retirement plan compliance to ensure alignment with regulatory standards.
- Developed customized retirement strategies for diverse client needs and objectives.
- Collaborated with clients to implement efficient plan administration processes.
- Conducted thorough audits of retirement plans to identify areas for enhancement.
- Educated clients on plan features, benefits, and legislative changes impacting their plans.
- Provided ongoing support to clients in managing retirement plan documentation and reporting requirements.
- Mentored junior consultants on best practices in retirement planning and client engagement strategies.
- Collaborated with clients to design customized retirement plans tailored to their unique needs.
- Facilitated productive meetings between plan sponsors and service providers, fostering open dialogue that yielded actionable insights into plan performance.
- Streamlined plan administration processes for increased efficiency and reduced errors.
- Managed the successful conversion of new plans from competitors'' platforms onto internal systems, ensuring seamless transitions for all parties involved.
- Assisted in the resolution of complex plan issues, leveraging extensive industry knowledge and expertise.
- Conducted comprehensive compliance reviews to ensure adherence to ERISA regulations and minimize risk exposure.
Senior Compliance Analyst
Newport Group
07.2020 - 03.2022
- Led compliance audits to ensure adherence to regulatory requirements and internal policies.
- Developed and implemented compliance training programs for staff to enhance awareness of regulations.
- Analyzed compliance data to identify trends and potential areas of risk within operations.
- Collaborated with cross-functional teams to streamline processes and improve compliance efficiencies.
- Managed regulatory reporting processes, ensuring timely submission and accuracy of documentation.
- Mentored junior analysts in best practices for compliance analysis and reporting methodologies.
Regulatory Services Consultant
OneAmerica
06.2015 - 07.2020
- Streamlined communication between internal teams and clients for effective issue resolution.
- Conducted employee education sessions, promoting retirement readiness through effective communication strategies.
- Worked closely with cross-functional teams on projects related to system enhancements or process improvements that benefited both clients and internal stakeholders alike.
- Championed the adoption of new technologies and digital tools to streamline internal operations and enhance client service delivery.
- Enhanced retirement plan offerings by analyzing plan performance and recommending strategic improvements.
- Developed and delivered comprehensive training programs for junior consultants, cultivating a high-performance team culture and promoting professional growth within the organization.
- Subject Matter Expert for the transition to ASC compliance software
Education
Bachelor of Science - Accounting
Tennessee Technological University
Cookeville, TN05-2014
Skills
- Benefits administration
- Audit support
- Vendor relationship management
- Financial analysis proficiency
- ERISA compliance
- Retirement plan design
- Trust accounting
- Form 5500 preparation
- Plan document interpretation
- Distributions oversight
- Non-discrimination testing
- Annual compliance testing
- Regulatory compliance
- Teamwork and collaboration
- Problem-solving
- Time management
- Leadership skills
- Problem-solving abilities
- Reliability
- Microsoft Excel proficiency
Timeline
Retirement Plan Administrator
Aboon Administration Services, LLC
12.2024 - Current
Retirement Plan Consultant
CBIZ
03.2022 - 12.2024
Senior Compliance Analyst
Newport Group
07.2020 - 03.2022
Regulatory Services Consultant
OneAmerica
06.2015 - 07.2020
Bachelor of Science - Accounting
Tennessee Technological University