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, PA
05.2014
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