Microsoft Office
Kaitlyn Wilson
Retirement Plan Compliance Analyst
New Haven,IN
Summary
Strategic consultant eager to leverage knowledge in payroll and tax laws. Skilled in using data and analytics to evaluate job duties and requirements. Qualified to implement compensation and benefits strategies. Reliable and committed to professional development and growth.
Overview
9
9
years of professional experience
Work History
Retirement Plan Analyst
Lincoln Financial Group
07.2022 - Current
- Compiled necessary reports and census data to complete nondiscrimination testing for retirement plans. Including but not limited to ADP/ACP, 410b, 415c, and Top-Heavy reports.
- Conducts in depth research for problems or concerns regarding retirement plan's 5500 audits.
- Works with internal partners to bring solutions to light for existing problems.
- Provides financial reconciliation reports on a monthly, quarterly, and annual basis.
Plan Review Analyst
Lincoln Financial Group
02.2018 - 07.2022
- Created comprehensive and detailed reporting for large market products to assess plan health.
- Quarterly reporting to provide details on retirement plan assets, demographics, and fund performance with high level accuracy.
- Lead a quarterly review process which includes data validation testing, research, IT partnerships, and gathering testing resources from other departments to assist in the completion of data validation.
Customer Service Representative
Lincoln Financial Group
03.2015 - 02.2018
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Gathered and led an internet support team, which including training, various implementations, and corrective actions.
- Cross-trained across all annuity products including sales documentation, financial trades, and the ability to escalate and make decisions without needing prior approval.
Education
MBA - Business Analytics
Indiana Tech
Fort Wayne, IN 05.2001 -
Bachelor of Science - Business Administration
Indiana Tech
Fort Wayne, IN 05.2001 -
Skills
Cost Analysis
Data Analytics
Financial Forecasting
Microsoft Excel proficiency
Process Improvement
Adaptability and Flexibility
Multitasking
Analytical Thinking
Accomplishments
- Implemented a time-saving process that saved over 80 hours of manual work a quarter.
- Created a macro to bring the processing time on a singular report to save 1.5 hours per report generation.
- Fundraised and planned a community effort to showcase company at a local festival.
Software
Tableau
ASC(Actuarial Systems Corporation)
CRM Systems
ServiceNow
Timeline
Retirement Plan Analyst
Lincoln Financial Group
07.2022 - Current
Plan Review Analyst
Lincoln Financial Group
02.2018 - 07.2022
Customer Service Representative
Lincoln Financial Group
03.2015 - 02.2018
MBA - Business Analytics
Indiana Tech
05.2001 -
Bachelor of Science - Business Administration
Indiana Tech
05.2001 -