Kathleen DeMong

*Responsible for all aspects of the new client onboarding of 401(k) retirement plans onto the recordkeeping system.

*Ensures a seamless client onboarding experience by maintaining established time frames and internal deadlines.

*Delivers high level of professionalism and support to each client by leading weekly conference calls to address the status of implementation and any questions the clients may have.

*Coordinates with various internal departments and client contacts on project management items.

*Build and maintain relationships with over 200 new and existing clients while providing high level of expertise on IRS rules and regulations regarding 403(b) and 457(b) retirement plans.

*Create and interpret 403(b) and 457(b) written plan documents.

*Support the set up of ERISA and non-ERISA 403(b) and 457(b) plans on the administration system.

*Trains, develops and supports team members with various functions within the team.

*Responsible for the oversight of quality control and improvements for assigned tasks.

*Processes census and payroll files for high level clients.

*Facilitates and/or assists with the implementation of special projects, including new systems or enhancements to existing systems and process/workflow changes.

*Reviewed and approved transactions to ensure they complied with IRS regulations around 403(b) and 457(b) plans.

*Processed census and payroll files.

*Quality reviewed outbound wires.

*Assisted participants, employers and agents via a toll-free line.

*Cross-trained and mentored junior staff members.

*Managed relationships with companies that had their pensions through Equitable.

*Processed participant transactions, new pension enrollments and returned checks.

*Assisted participants via a toll-free line.

*Created and consolidated new business contracts.

*Processed participant transactions.

*Communicated with participants via a toll-free line.

*Developed process improvements and procedure for the outstanding check process.

*Assisted customers with their items in a timely manner and guaranteed a high level of customer service.

*Completed purchases with cash, credit and debit payment methods.

*Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges.

*Trained new associates.