Jamar Phillips
Chester,PA
Summary
Experienced financial professional with 8+ years of expertise in retirement planning, employee education, financial analysis and retirement administration. Skilled in educating individuals on financial options, cultivating client relationships, and creating actionable plans for financial stability. Committed to promoting financial literacy and empowering clients for long-term success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Retirement Plan Administrator
Pinion
04.2024 - 11.2024
- Determined and calculated vesting, eligibility, and match contributions for plan participants
- Reconciled data discrepancies with payroll and recordkeepers, ensuring accuracy in participant accounts
- Determine/calculate vesting, eligibility, match and/or profit sharing for participants
- Collect data and file Form 5500 and/or Form 8955 for retirement plans as necessary
- Conduct year-end testing and submit yearly portfolios to manager for review before client delivery
- Processed distributions & demographic updates for participants in plans under contract
- Update and direct recordkeepers on plan rules & policy as applicable
Retirement Benefits Analyst III
Compassion International
05.2023 - 11.2023
- Primary administrator and vendor contact for US Retirement Programs including 403(b) and 409A
- Provided one-on-one counseling to plan participants, educating them on retirement plan provisions, benefits, and strategies to maximize financial security
- Guided employees through retirement plan options, delivering personalized advice and creating educational materials to enhance financial literacy
- Recreated, updated, and managed a new retirement benefit website, improving accessibility for all employees
- Provided analysis and strategic recommendations to the Board of Trustees on retirement program enhancements
- Educate and advise participant employees on plan provisions and options
- Provide analysis and recommendations to Board of Trustees
Senior US Retirement Analyst
TE Connectivity
09.2022 - 02.2023
- Served as knowledge expert, point of contact and primary administrator for US Retirement Programs
- Provided one-on-one counseling to plan participants, educating them on retirement plan provisions and options
- Research and answer escalated retirement benefit and policy interpretation questions from participants
- Manage vendors for defined contributions, defined benefit, nonqualified and Trust recordkeeping services
- Lead in creation and distribution of retirement program related materials and conduct benefit presentations monthly
- Organize materials for internal and external auditors for US Retirement Programs
- Experience using Microsoft Office including Excel for large data sets such as payroll and census materials
Senior Client Service Specialist
EPIC Retirement Plan Services
12.2021 - 09.2022
- Counseled 80 clients on retirement plan compliance and strategies, fostering strong partnerships and achieving 97.5% satisfaction ratings
- Facilitated onboarding for 7 new clients, building foundational relationships with plan sponsors and advisors
- Resolved payroll discrepancies with a 97% resolution rate, ensuring seamless client account management
- Senior contact for retirement plan clients regarding qualified plans
- Manage & advise 80 clients on 5500 filings, compliance testing and plan amendments annually
- Analyze & resolve payroll discrepancies for client advisors and plan sponsors with 97% problem resolution rate
- Facilitated onboarding for 7 new clients and built strong foundational partnerships with plan sponsors & advisors
- Service book of business around 80 retirement plans with 97.5% satisfactory reviews in performance reviews
- Knowledge using FT Williams, complex Microsoft excel functions and Salesforce for data collection/analysis
- Provided trade & settlement support for participant investors who made trades of defined large amounts
Executive Retirement Representative
The Vanguard Group
06.2016 - 12.2021
- Series 6 & 63 Certified Representative
- Manage client plan sponsor requests for qualified and non-qualified plans
- Educate plan participants one on one with financial matters and provides professional guidance on investment opportunities, products and services based on each clients' individual needs
- Educated clients on the importance of diversification and risk management in their retirement portfolios.
- Led workshops and presentations on various aspects of retirement planning, increasing community awareness and engagement.
- Leads projects and analyze data to prepare reports regarding plan performance enhancement
- Assists the onboarding team for new clients and helps facilitate due diligence and non-discrimination testing for institutional retirement plans
Education
Bachelor of Arts - Political Science & Economics
Widener University
Chester, PA05.2014
Skills
- Financial Literacy Education
- Cash flow management
- Asset allocation
- Client Coaching
- Budget Management
- Debt Management
- Problem-Solving
- Relationship Building
- Analytical Skills
- Effective Communication
Certification
Accredited Financial Counselor (AFC), Currently pursuing
Timeline
Retirement Plan Administrator
Pinion
04.2024 - 11.2024
Retirement Benefits Analyst III
Compassion International
05.2023 - 11.2023
Senior US Retirement Analyst
TE Connectivity
09.2022 - 02.2023
Senior Client Service Specialist
EPIC Retirement Plan Services
12.2021 - 09.2022
Executive Retirement Representative
The Vanguard Group
06.2016 - 12.2021
Accredited Financial Counselor (AFC), Currently pursuing
Bachelor of Arts - Political Science & Economics
Widener University
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