Jessica Cyrus
Halifax,MA
Summary
Detail-oriented ERISA Compliance Specialist Hardworking and driven with quality-focused and proactive approach. Successful at organizing and managing multiple priorities within tight deadlines. Willingness to take on added responsibilities to meet team goals.
Bringing 20+ years of experience in Retirement Plans Services.
Overview
27
27
years of professional experience
Work History
ERISA Compliance Consultant
John Hancock
03.2022 - Current
- Request and manage reporting needed for Form 5500 Prep annually for upcoming 5500/Audit season.
- Ensure the timely and accurate preparation/E-Filing of the Form 5500 and Form 8955-SSA for DC/DB plans for large book of business; difficult larger plans, managing client relationship with high profile clients.
- Prepare and update Training materials.
- Deliver new hire trainings, refresher trainings for team members.
- Assist management in the Interview and onboarding process for new employees.
- Maintain up-to-date knowledge of current ERISA compliance regulations.
- Act as Mentor and SME to colleagues in and outside of department.
- Perform standard compliance testing for DC plans.
- Discuss and Assist Clients with plan corrections under EPCRS (SCP/DFVC/VCP).
Sr Compliance Analyst
NYL 2015 Acquired By John Hancock
08.2012 - 03.2022
- Ensure the timely and accurate preparation/E-Filing of the Form 5500 and Form 8955-SSA for DC/DB plans for large book of business; difficult larger plans, managing client relationship with high profile clients.
- Prepare and update Training materials.
- Train new hires and act as mentor SME.
- Perform standard compliance testing for DC plans.
- Discuss and Assist Clients with plan corrections under EPCRS (SCP/DFVC/VCP)
Government Reporting Specialist
New York Life
09.2009 - 08.2012
- Prepare timely and accurate completion of Compliance Testing for DC plans.
- Prepare and deliver Form 5500 and 8955-SSA for DC & DB plans.
- Provide annual audit package materials and reporting to clients and auditors
- Manage all audit related questions, requests and adhoc reporting.
Sr. Specialist Retirement Plans ERISA Compliance
The Hartford Retirement Plans Group
01.2004 - 09.2009
- Complete all aspects of Annual Compliance testing for DC plans.
- Obtaining and scrubbing data.
- Interpreting plan documents.
- Prepare and deliver all required Non-Discrimination testing to client.
- Process required corrective distributions.
- Run calculations for complex Employer contributions.
- Reconcile and complete Form 5500 and all applicable Schedules
- Prepare and deliver SAR.
- Provide support to and complete auditors request within strict timeframes.
- Maintain detailed client files.
Record Keeper Client Coordinator
MFS Retirement Plan Services
01.2001 - 01.2004
- Service 401k plan Clients working directly with Clients, TPA's and Financial Advisors.
- Provide information on 401k plans, regulations and services.
- Complete daily activity tasks
- Perform adjustments an plan maintenance.
- Fulfill report requests, including auditor packages.
- Provide verification of plan activities, research and resolve plan issues.
Retirement Plans Quality Service Analyst
MFS Investment Management Company
06.1999 - 01.2001
- Provide management with monthly performance reports and quarterly summary reports detailing the service quality of Retirement plans telephone representatives.
- Inform Retirement plans representatives of service quality standards through written correspondence and one on one review.
- Create spreadsheets, graphs, and charts for presentations and reviews.
- Assist in developing standardized behaviors used to measure service quality.
- Created and maintained databases to improve the recordkeeping and reporting of service quality.
Telephone Rep.- Retirement Plans Representative
MFS Investment Management Company
11.1996 - 06.1999
- Responded to telephone inquiries from individual investors and Financial Advisors
- Provide information on Mutual fund products, various retirement plan products, regulations, and services.
- Processed account maintenance and financial transactions.
- Determined, and submitted appropriate adjustments for shareowner accounts.
- Researched and resolved shareowner complaints.
- Trained new employees, and acted as mentor/SME as needed.
Education
Human Growth And Development
Wheelock College
Boston, MA1996
Liberal Arts And General Studies
Massasoit Community College
Brockton, MA1994
Skills
- FTWilliams Form 5500 Module
- ASC Compliance Module
- Knowledgeable in working with AWD, Salesforce, Lotus Notes, OneDrive, MS Word, Excel, Power Point, MS Outlook and Teams
Timeline
ERISA Compliance Consultant
John Hancock
03.2022 - Current
Sr Compliance Analyst
NYL 2015 Acquired By John Hancock
08.2012 - 03.2022
Government Reporting Specialist
New York Life
09.2009 - 08.2012
Sr. Specialist Retirement Plans ERISA Compliance
The Hartford Retirement Plans Group
01.2004 - 09.2009
Record Keeper Client Coordinator
MFS Retirement Plan Services
01.2001 - 01.2004
Retirement Plans Quality Service Analyst
MFS Investment Management Company
06.1999 - 01.2001
Telephone Rep.- Retirement Plans Representative
MFS Investment Management Company
11.1996 - 06.1999
Human Growth And Development
Wheelock College
Liberal Arts And General Studies
Massasoit Community College
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