Elizabeth A. Morales
Retirement Plan Consultant
Kingwood,TX
Summary
Goal-driven Analyst, adept at managing and breaking down large volumes of information. Proactive at heading off and identifying operations, workflow, and product issues by uncovering trends affecting retirement plans. Ready to leverage 17 years of experience in a new position.
Professional retirement plan consultant prepared to drive impactful results within the retirement services industry. Extensive experience guiding clients through retirement plan selections and regulatory requirements. Highly collaborative, with a focus on achieving results and adapting to changing needs. Proficient in client consultations and relationship management.
Overview
26
26
years of professional experience
Work History
Retirement Plan Consultant
Insperity Retirement Services
10.2019 - Current
- Worked closely with cross-functional teams on projects related to system enhancements or process improvements that benefited both clients and internal stakeholders alike.
- Assisted in the resolution of complex plan issues, through consultation with clients about ERISA compliance and nondiscrimination testing (ADP/ACP, 415, Top Heavy, and 410b) leveraging extensive industry knowledge and expertise.
- Collaborated with clients to design customized retirement plans tailored to their unique needs.
- Streamlined plan administration processes for increased efficiency and reduced errors.
- Provided exceptional customer service by addressing client inquiries promptly and accurately with auditor requests.
- Developed and delivered comprehensive training programs for junior consultants, cultivating a high-performance team culture and promoting professional growth within the organization.
- Consulted with plan sponsors on the complexity of controlled groups, acquisitions, and mergers and how that would impact the plan and compliance.
Senior Conversion Analyst
Insperity Retirement Services
Kingwood, Texas
11.2016 - 10.2019
- Works with Sales team to manage the implementation pipeline for individually designed/prototype plans
- Implemented 401(k) Retirement plans in multiple systems: OMNI Plus, DefCon, Newkirk, Smart Plan, and NetSuite
- Coordinates with internal teams to ensure plans are implemented timely
- Coordinates with Client and prior vendor to set dates & process conversion of assets
- Creates and maintains implementation, conversion, and transfer procedures
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Improved overall data quality by validating input sources, and ensuring accurate results in output files.
Conversion Analyst
Insperity Retirement Services
Kingwood, Texas
04.2007 - 11.2016
- Implemented plans, coordinated and processed plan transfers for Clients in the Insperity 401(k) Plan (multiple employer plan/MEP) and prototype plans.
- Consistently exceeded business objectives and standards for conversions and implementations.
- Worked with new and current work site optimization clients to implement their outside record-kept (ORK) plans with payroll deductions and match calculations.
- Trained new employees on all systems and processes for the MEP, prototype, & ORK Plans.
- Created and maintained procedures for all new business units’ processes.
- Provided ongoing support to users post-conversion, troubleshooting issues, and implementing necessary updates or fixes.
Implementation Analyst
AIG VALIC
Houston, Texas
01.2006 - 01.2007
- Implemented Retirement plans for large Clients
- Utilized strong communication skills to present progress updates and recommendations to stakeholders throughout each project phase.
- Managed multiple projects simultaneously, prioritizing tasks effectively to meet deadlines and exceed expectations.
e-Service Professional
AIG VALIC
Houston, Texas
01.2001 - 01.2006
- Worked with clients and their vendors to move from a paper remittance process to an electronic remittance process
- Displayed excellent time management skills by consistently completing tasks within deadline constraints while maintaining high-quality standards.
- Managed high-volume workloads while maintaining a strong focus on client satisfaction.
Communication Clerk
AIG VALIC
Houston, Texas
01.2000 - 01.2001
- Worked with existing clients to remedy remittance issues
- Handled sensitive information with discretion, maintaining confidentiality within the workplace when required.
- Provided high-quality customer service, addressing inquiries promptly and professionally via phone or email.
- Assisted coworkers and staff members with special tasks on daily basis.
Customer Service Professional
AIG VALIC
Houston, Texas
01.1999 - 01.2000
- Worked with participants to determine their annual minimum distribution requirement
- Calculated the distribution amount and handled customer-related needs
- Assisted customers by answering questions and responding to inquiries.
- Developed rapport with customers through active listening and empathetic communication, resulting in enhanced satisfaction levels.
Education
Masters Degree - Business Administration & Management
University of Phoenix
Houston, TX01.2005
Bachelor's Degree - Political Science
Sam Houston State University
Huntsville, TX01.1997
Associate Degree - General Studies
Lone Star College Kingwood (Formerly Kingwood College)
Kingwood, TX01.1995
Skills
- Best Practice and Standards
- Client relationship building
- Client-Focused
- teamwork and collaboration
- Project management experience
- Problem-solving
- Critical thinking
- Plan document review
- Systems: OMNI
- Systems: Netsuite
- Systems: SmartPlan
- Systems: Webfocus
- Programs: Excel
- Programs: Word
- Programs: Access
- Programs: Adobe Professional
- Salesforce
- Pension regulations experience
- Regulatory reporting
Accomplishments
- Collaborated with a team of 8 in the development of Plan termination and de-conversion procedures.
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Conflict Resolution - Responsible for handling customer account inquiries, and accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
It’s not what happens to you, but how you reach to it that matters.
Epictetus
Timeline
Retirement Plan Consultant
Insperity Retirement Services
10.2019 - Current
Senior Conversion Analyst
Insperity Retirement Services
11.2016 - 10.2019
Conversion Analyst
Insperity Retirement Services
04.2007 - 11.2016
Implementation Analyst
AIG VALIC
01.2006 - 01.2007
e-Service Professional
AIG VALIC
01.2001 - 01.2006
Communication Clerk
AIG VALIC
01.2000 - 01.2001
Customer Service Professional
AIG VALIC
01.1999 - 01.2000
Bachelor's Degree - Political Science
Sam Houston State University
Associate Degree - General Studies
Lone Star College Kingwood (Formerly Kingwood College)
Masters Degree - Business Administration & Management
University of Phoenix
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