Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lori Strollo

Summary

Experienced 401(k) Onboarding Specialist with a strong background in managing seamless plan implementations and client transitions. Skilled in retirement plan setup, payroll functionality, and compliance coordination, ensuring accuracy and efficiency throughout the onboarding process. Adept at building and maintaining client relationships, providing expert guidance, and delivering outstanding service to enhance engagement and retention. Collaborates effectively with internal teams, financial advisors, and third-party administrators to streamline operations and improve the client experience. Dedicated to ensuring regulatory compliance while optimizing onboarding workflows.

Overview

18
18
years of professional experience

Work History

Implementation Specialist

Ubiquity Retirement + Savings
05.2022 - Current
  • Manage the end-to-end onboarding process for new and converting 401(k) plans, ensuring a seamless and efficient transition for clients.
  • Serve as the primary point of contact for employers, financial advisors, and third-party administrators throughout the implementation process.
  • Guide clients through plan setup, including documentation, compliance requirements, and system configurations.
  • Coordinate data collection and validation, ensuring accurate transfer of employee information, contribution details, and plan provisions.
  • Provide training and support to clients on census management, payroll, participant enrollment, and online management tools.
  • Ensure compliance with IRS and DOL regulations by reviewing plan documents and verifying adherence to industry standards.
  • Collaborate with internal teams, including Client Experience, Compliance, and IT, to resolve issues and improve onboarding efficiency.
  • Proactively communicate with clients, setting clear expectations and timelines while addressing questions and concerns.

Client Representative - New Construction

Diamond Cabinets
05.2021 - 05.2022
  • Addressed client inquiries to enhance satisfaction and build strong relationships.
  • Provided product information to assist clients with informed decision-making.
  • Resolved client issues promptly, improving overall client experience.
  • Coordinated with internal teams to ensure seamless service delivery for clients.

Kitchen Designer

Lowes
03.2017 - 05.2021
  • Designed detailed kitchen layouts based on client needs, budgets and available supplies using 2020 Design software.
  • Selected flooring, counters, cabinets and appliances based on client needs and budgets.
  • Planned and presented project quotes for custom designs.
  • Maintained relationships with installers and suppliers.

Client Service Manager/Relationship Manager

Verisight
03.2007 - 09.2015
  • Lead and Manage the Client Services Team, ensure high performance and client satisfaction.
  • Serve as the primary Relationship Manager for Recordkeeping Only clients with assets exceeding $60 million, fostering strong client partnerships.
  • Deliver exceptional customer service by clearly communicating expectations, procedures, and timing standards.
  • Provide detailed reporting, conduct research, and resolve complex issues to ensure seamless client experience.
  • Respond to client inquiries via email and phone within established SLA guidelines, maintaining service excellence.
  • Offer website assistance and training, empower clients to navigate and utilize available tools effectively.
  • Educate clients on products and services, enhancing their understanding and engagement.



Education

Collin County Community College
Plano, TX

Skills

  • Client Engagement & Retention
  • Strong Attention to Detail
  • Clear & Professional Communication (Written & Oral)
  • Problem Solving & Troubleshooting

Timeline

Implementation Specialist

Ubiquity Retirement + Savings
05.2022 - Current

Client Representative - New Construction

Diamond Cabinets
05.2021 - 05.2022

Kitchen Designer

Lowes
03.2017 - 05.2021

Client Service Manager/Relationship Manager

Verisight
03.2007 - 09.2015

Collin County Community College

Similar Profiles

CREATE PROFILE
Lori Strollo