Kimberly Patty
Overview
2027
2027
years of professional experience
Work History
Defined Contribution Administration Manager
Definiti
Remote
01.2021 - Current
- Led team of 12 to 20 retirement plan administrators, ensuring exceptional customer service and compliance with internal and regulatory deadlines.
- Coordinated communication among clients, financial advisors, CPAs, and other DC administration managers for enhanced process improvements.
- Onboarded new staff and assessed team productivity through annual performance evaluations.
Senior Retirement Plan Consultant
Brewster & Brewster
Mentor, Ohio
04.2002 - 01.2017
- Managed day-to-day operations of assigned portfolio focused on large high-profile plans.
- Reviewed and interpreted plan documents, amendments, notices, and summary descriptions.
- Analyzed plan provisions and census data to determine eligibility for key employees.
- Performed contribution allocation calculations and income allocations for unincorporated businesses.
- Conducted compliance testing including ADP/ACP coverage and corrective actions for failed tests.
- Conducted annual administration reviews with plan sponsors and advisors as necessary.
Operations Manager
Brewster & Brewster
Mentor, Ohio
01.2017 - 2021
- Managed billing service agreements, process documentation, and amendments for DC and DB plans.
- Facilitated interdepartmental communication to streamline operations and resolve issues efficiently.
- Supervised daily workflow of employees to maximize productivity and uphold quality standards.
- Executed comprehensive management plans to enhance operational effectiveness across functions.
HR Consulting Manager
Ernst & Young
Cleveland, Ohio
1996 - 2002
- Efficiently allocated and distributed resources for defined benefit plans.
- Drafted routine deliverables, including contribution requirements and standardized reports.
- Pursued actuarial credentials to enhance professional qualifications.
Education
Bachelor of Science - Mathematics
Bucknell University
Lewisburg, PA05-1996
Skills
- Member of the American Society of Pension Professionals & Actuaries (ASPPA)
- Proficient in FT Williams, Relius, ASC, PensionPro, MS Office Suite
- Government form preparation
- Mentorship and staff management
- Regulatory compliance
Timeline
Defined Contribution Administration Manager
Definiti
01.2021 - Current
Operations Manager
Brewster & Brewster
01.2017 - 2021
Senior Retirement Plan Consultant
Brewster & Brewster
04.2002 - 01.2017
HR Consulting Manager
Ernst & Young
1996 - 2002
Bachelor of Science - Mathematics
Bucknell University