Krysta R. Magee
Discovery Bay,CA
Summary
Skilled benefits professional with well-rounded experience in benefits administration – including benefits processing, attorney support and customer service. Motivated, hard-working resource focused on continuous professional growth and adding value to your organization. Excellent communication skills and professional demeanor.
Overview
21
21
years of professional experience
Work History
Substitute After/Before School Academy Aide/ Campus Supervisor/ TK Aide
Byron Union School District
09.2021 - 02.2026
- Helped monitor students before and after school, in-person.
- Monitoring welfare of students during breakfast and lunch
- Aided in TK classroom as support, also assisted as substitute aide for one-on-one for special needs children
Operations Analyst
Decimal, Inc./ Ubiquity
09.2016 - 01.2020
- Reconcile cash accounts for 401k plans day to day
- Monitor trade transactions
- Process trade adjustments
- Adhoc reporting
- Reconciled 2 million in miscellaneous cash for 401k plans dating back to 2005
Pension Coordinator
BeneSys
05.2016 - 08.2016
- Sets up files for new applications
- Data entry of new application information
- Determines eligibility for and calculates monthly benefits of members
- Communicates with members through writing & phone calls.
- Prepares meeting reports for the Board of Trustees
- Processes pension checks, including the stuffing of envelopes, posting, and printing manual checks
Associate Client Manager
Milliman
10.2013 - 12.2015
- Primary day to day contact for 10 clients, handling questions and concerns as they arise
- Served in backup roles for Client Managers
- Assist with preparation of Form 5500 and Summary Annual Report
- Responsible for review of census data and monitoring compliance
- Daily reconciliation of plan assets, loan defaults
- Handled quarterly valuations
Defined Contribution Analyst
Milliman
10.2013 - 02.2014
- Worked with DC Client Managers to help respond to client inquiries
- Create reports from record keeping systems (Relius/Omni) as requested
- Handled review of various types of forms and correspondence from Clients
- Coordinate with investment advisor, client and operations on fund changes and communications
- Prepare plan audit reports and fulfillment of audit selection requests
- Data preparation for compliance tests
Pension Analyst Lead
UFCW Employers Benefit Plans of Northern California
04.2010 - 09.2013
- Experienced in all facets of benefit processing for all three of the Fund’s defined benefit pension plans as well as the Fund’s one defined contribution plan.
- Extensive experience with Qualified Domestic Relations Orders (QDRO’s) including processing benefit splits, analysis of DRO’s, marital agreements and notice of interest of former spouses.
- Prepared correspondence and information packets for attorneys, paralegals and document preparers.
- Worked with Pension Department Director and Co-Counsel to craft and implement new QDRO procedures as well as the use of Separate Interest QDRO’s
- Trained staff in application processing, benefit calculations and QDRO processing
- Served as a quality control resource for the Pension Department through the review and correction of staff’s work product
- Trusted processing resource for confidential files
- Processed weekly balancing for the defined contribution plan, prepared reports for weekly disbursements.
- Benefit Administrator servicing over 100,000 participants, retirees and survivors
Pension Analyst
UFCW Employers Benefit Plans of Northern California
05.2006 - 03.2010
- Reviewed, analyzed, and verified pension inquiries for the defined benefit plans.
- Processed retirement applications; including determining eligibility for retirement benefits, calculation of vesting credits, benefit credits, reciprocal service, services breaks and other issues.
- Determined retiree health and welfare eligibility
- Benefit Administrator servicing over 100,000 participants, retirees and survivors
Health & Welfare / Pension Service Representative
UFCW Employers Benefit Plans of Northern California
09.2004 - 05.2006
- Explained benefit eligibility rules, covered benefits and retirement options to participants.
- Researched and resolved a broad range of questions and problems received from members, beneficiaries, union locals, and other departments of the Fund office.
- Assisted participants in completing applications
- Provided accurate and detailed pension estimates via phone, mail or in-person.
- Communicated via telephone, in person and written correspondence - answered questions from members, beneficiaries, union locals, providers, and other Fund office departments regarding the Plan’s benefits, eligibility, claims processing and claims appeals.
- Initiated and reviewed various applications, notices, forms certifications, extended death benefit eligibility and COBRA.
- Initiated and prepared correspondence and other documentation to resolve eligibility and claims issues; provided information to participants and others in accordance with Plan rules, regulations, and practices.
- Confirmed or denied health and welfare coverage based on eligibility rules of the participant’s Plan.
- Acted as liaison between member and providers to communicate Plan benefits and facilitate claims processing.
- Benefit Administrator servicing over 100,000 participants, retirees and survivors
Education
Some College (No Degree) - General Education
University of California Santa Cruz
Santa Cruz, California05-2001
General Education
Los Medanos Community College
Pittsburg, California12-2001
Skills
- Benefit Processing
- Problem Analysis and Resolution
- Plan Research
- Client/Customer Relations
- Quality Control
- Staff Training
Timeline
Substitute After/Before School Academy Aide/ Campus Supervisor/ TK Aide
Byron Union School District
09.2021 - 02.2026
Operations Analyst
Decimal, Inc./ Ubiquity
09.2016 - 01.2020
Pension Coordinator
BeneSys
05.2016 - 08.2016
Associate Client Manager
Milliman
10.2013 - 12.2015
Defined Contribution Analyst
Milliman
10.2013 - 02.2014
Pension Analyst Lead
UFCW Employers Benefit Plans of Northern California
04.2010 - 09.2013
Pension Analyst
UFCW Employers Benefit Plans of Northern California
05.2006 - 03.2010
Health & Welfare / Pension Service Representative
UFCW Employers Benefit Plans of Northern California
09.2004 - 05.2006
Some College (No Degree) - General Education
University of California Santa Cruz
General Education
Los Medanos Community College