Lynn Voss
Mooresville,NC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
Work History
Retirement Plan Consultant
Definiti
01.2023 - Current
- Maintain a designated number of 401(k) plans
- Initiate and respond to basic client communications and inquiries.
- Prepare compliance testing, financials, and IRS filings for assigned caseload.
- Monitor adherence to industry regulations, ensuring timely reporting of any discrepancies or violations.
Retirement Plan Consultant
National Administration, Inc.
03.2022 - 01.2023
- Provided exceptional customer service by addressing client inquiries promptly and accurately, maintaining high levels of satisfaction among existing clientele.
- Analyzed client data to ensure accurate processing of import files, transactions, and reports.
- Conducted comprehensive compliance reviews to ensure adherence to ERISA regulations and minimize risk exposure.
- Implemented quality assurance measures, consistently maintaining high standards of service delivery.
Estimator
Cook And Boardman, Inc.
08.2021 - 03.2022
- Used specialized software to create estimates quickly and accurately and make estimates easily understandable and shareable.
- Gathered cost and material data for accurate and up-to-date information on material and labor costs.
- Calculated labor hours accurately based on trade-specific productivity rates, leading to more realistic project timelines and work plans.
Estimator
Quality Stone Veneer
08.2016 - 03.2020
- Increased project accuracy by diligently reviewing specifications, drawings, and other documentation.
- Gathered cost and material data for accurate and up-to-date information on material and labor costs.
Store Manager
Uncle Bob's Self Storage
08.2010 - 02.2016
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
Guest Services
Savvy Salon Day Spa
08.2009 - 08.2010
- Worked closely with guest services associates to ensure seamless coordination between salon, spa, and guest services.
- Provided exceptional guest services by attentively listening to client preferences and delivering customized solutions accordingly.
- Maintained cleanliness of work space, retail product space, and guest services stations.
Retirement Plan Administrator
Colton, Groome & Company
01.2002 - 08.2010
- Reviewed and updated plan documents regularly, maintaining accuracy and compliance with changing regulations.
- Managed annual compliance testing and resolved any issues in a timely manner, ensuring regulatory adherence.
- Conducted thorough audits of plan data to identify discrepancies and implement necessary corrections swiftly.
Education
Bachelor of Science - Special Education
Northern Illinois University
Dekalb, ILSkills
- Continuous learning mindset
- Plan Administration Proficiency
- Attention to Detail
- Financials Analysis
Timeline
Retirement Plan Consultant
Definiti
01.2023 - Current
Retirement Plan Consultant
National Administration, Inc.
03.2022 - 01.2023
Estimator
Cook And Boardman, Inc.
08.2021 - 03.2022
Estimator
Quality Stone Veneer
08.2016 - 03.2020
Store Manager
Uncle Bob's Self Storage
08.2010 - 02.2016
Guest Services
Savvy Salon Day Spa
08.2009 - 08.2010
Retirement Plan Administrator
Colton, Groome & Company
01.2002 - 08.2010
Bachelor of Science - Special Education
Northern Illinois University
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