Kathy Mattila
West Palm Beach
Summary
Retirement Plan Associate with strong expertise in data analysis and compliance reporting. Demonstrated success in supporting retirement plan operations and trust accounting, ensuring regulatory compliance and accuracy. Proficient in collaborating with retirement plan consultants to deliver precise financial reporting.
Overview
35
35
years of professional experience
Work History
Retirement Plan Associate
Definiti
Erie
06.2017 - 08.2025
- Provided support to Retirement Plan Consultants within the Defined Contribution line of business.
- Collection and review of annual census data, and employer information.
- Census imports and data checks.
- Investment provider year-end downloads and imports into the compliance database.
- Trust accounting/financial reporting.
- Assist with the preparation of Form 5500, related schedules, and Form 5558.
- Contribution reconciliations.
- Vesting updates with investment providers.
- Loan and distribution support.
- Additional special projects, as assigned.
- Https://www.resume-now.com/build-resume/add-sectionDEFINITI
- Received recognition from both my Retirement Plan Manager and Team Members for exceeding targets for projects while ensuring tasks were completed accurately.
- Mentoring other Team Members.
Pension Plan Assistant
Red Bank Pension Services
Red Bank
05.1993 - 01.2017
- Supported client inquiries by providing accurate pension information and guidance.
- Maintained organized client files using pension management software and document systems.
- Communicated effectively with team members to ensure seamless operational processes.
- Assisted in preparing documentation for pension plan administration and compliance audits.
- Collaborated with other departments to improve service delivery for clients' needs.
- Organized and maintained filing systems for documents and records.
- Entered data into databases accurately and efficiently.
- Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
- Developed positive relationships with internal customers through effective communication techniques.
- Assisted in the preparation of reports, presentations and correspondence.
- Gathered and sorted data for reports and files.
- Maintained positive working relationship with fellow staff and management.
- Assisted organizational efforts by filing, entering data and answering phones.
- Received and distributed mail, letters and packages.
- Coordinated support to facilitate general office operations.
- Offered reception coverage to relieve staff during absences or breaks.
- Received recognition from both my Retirement Plan Manager and Team Members for exceeding targets for projects while ensuring tasks were completed accurately.
- Mentoring other Team Members.
Administrative Assistant
The Wool Bureau, Inc.
New York
01.1991 - 01.1993
- Provided administrative support to Marketing Representatives and Apparel Merchandisers.
- Typing of correspondence in reference to wool product promotion, national advertising of the 'wool mark label', and providing educational material on wool.
- Receptionist duties included working busy phone switchboard and greeting clients.
Education
High school diploma or GED -
Honors High School Graduate -
Dublin, IrelandCollege credits -
Brookdale Community College
New JerseySkills
- Data analysis
- Compliance reporting
- Census management
- Contribution reconciliations
- Trust accounting
- Financial reporting
- Attention to detail
- Problem solving
- Effective communication
- Team collaboration
- Adaptability
- Project reporting
- Verbal and written communication
- Multitasking and organization
- Data collection and analysis
- Transaction processing
- Task prioritization
- Oral communication
- MS office
Accomplishments
- Received recognition from both my Retirement Plan Manager and Team Members for exceeding targets for projects while ensuring tasks were completed accurately.
- Mentoring other Team Members.
Timeline
Retirement Plan Associate
Definiti
06.2017 - 08.2025
Pension Plan Assistant
Red Bank Pension Services
05.1993 - 01.2017
Administrative Assistant
The Wool Bureau, Inc.
01.1991 - 01.1993
High school diploma or GED -
Honors High School Graduate -
College credits -
Brookdale Community College