Lori Shepard
Byron Center,MI
Summary
Detail-oriented and organized Administrative professional with 15+ years of experience in client relations, account management, and administrative support. Proven expertise in managing client communications, processing transactions, and maintaining accurate records while adhering to regulatory and confidentiality requirements. Excellent at providing exceptional customer service, resolving complex issues, and ensuring smooth operational workflows.
Overview
14
14
years of professional experience
Work History
Career Note
Retired From Full-Time Employment
11.2022 - Current
- Focused on family events.
- Volunteered setting up meetings for Kent County Focus Group.
- Worked as a volunteer in the ballot curing process for the 2024 election.
Senior 401(k) Account Manager
Paychex, Inc.
04.2022 - 10.2022
- Managed 401K clients accounts by conducting regular client meetings to review plan performance and providing guidance on plan design & investment options, maintaining lasting relationships with retirement plan clients
- Primary contact for 401(k) clients regarding all retirement products. Proactively communicated with clients on a quarterly basis.
- Communicated with operations group to maintain clients' plans.
- Established and maintained partnerships with Sales and other internal departments to ensure all client needs are met.
- Conducted web seminar meetings with clients' employees to encourage maximum 401(k) participation.
- Communicated with outside parties such as CPA's, Financial Advisors, Attorneys and Auditors to exchange authorized, relevant information.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Compliance Specialist/Retirement Plan Administrator
Newport Group/Huntington Bank
11.2013 - 01.2021
- Processed requests for 401(k) distributions (terminations, hardships, loans) through multiple vendors.
- Discussed details of the 2020 Covid CARES Act with plan sponsors and participants, processing distributions according to the CARES Act provisions.
- Distributed materials, prepare calculations and monitor annual RMD's through completion.
- Met with plan sponsors and participants to explain procedure changes after moving from Huntington to Newport Group.
- Instituted electronic record-keeping method for VEBA (Voluntary Employee Beneficiary Association) transactions by establishing secure electronic storage & retrieval processes and developing digital forms & online submission portals, reducing processing time by approximately 20%.
At Home Caregiver
Caring for elderly family Members
03.2011 - 11.2013
- Provided personal care including meal preparation, medication and hygiene needs.
- Managed calendar of medical appointments for 2 people for routine and specialist visits.
- Attended doctor appointments to stay current with health issues and get recommendations for changing needs.
- Provided transportation for appointments and entertainment.
- Paid bills and oversaw finances.
- Researched respite care, assisted living, memory care and hospice options.
Education
Some college - Business
Grand Valley State University
Grand Rapids, MI05.2003
Skills
- Account Management
- Administrative Support
- Record Keeping
- Client Communication
- Microsoft Office
- Customer service
- Regulatory Compliance
- Transaction processing
- Organizational skills
- Friendly, positive attitude
- Flexible and adaptable
- Problem-solving
Timeline
Career Note
Retired From Full-Time Employment
11.2022 - Current
Senior 401(k) Account Manager
Paychex, Inc.
04.2022 - 10.2022
Compliance Specialist/Retirement Plan Administrator
Newport Group/Huntington Bank
11.2013 - 01.2021
At Home Caregiver
Caring for elderly family Members
03.2011 - 11.2013
Some college - Business
Grand Valley State University
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