Margaret Clavette
Harwinton
Summary
Dynamic Director of 401(k) and DC Administration with strong expertise in team leadership, regulatory compliance, and employee development, dedicated to fostering a culture of continuous improvement.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Director of 401(k) and DC Administration
PRC&A
09.2022 - Current
- Full administration of Plan Block of 75 small, mid and large size 401(k) and Defined Contribution Plans.
- Coordinated Audits for large Plans.
- Team Lead for Connecticut and Florida Staff. Reviewer for all Contribution Calculations, Testing, Valuation Reports and government filings.
- Work closely with all record keepers and many Brokerage accounts. Excellent at balancing Brokerage accounts.
- Established 1099-R Procedures and managed production.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Mentored junior staff, fostering professional growth and promoting best practices within the organization.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Navigated company through periods of significant change, maintaining focus on long-term strategic goals for Florida Team. Worked with inexperienced staff in Florida.
Senior Pension Administrator
A.C.G. Associates, Inc.
01.1993 - 09.2022
- Administered pension plans, ensuring compliance with regulations and accuracy in member records.
- Streamlined processes for pension calculations, enhancing efficiency and reducing processing time.
- Assisted in the implementation of new software systems for improved data management and reporting capabilities.
- Developed training materials for new staff on pension administration protocols and best practices.
- Led efforts to automate manual tasks within the department, resulting in increased efficiency and reduced processing times for benefit transactions.
- Managed a diverse portfolio of clients, delivering exceptional service while adhering to strict deadlines and performance metrics.
- Mentored junior team members and provided ongoing support for their professional development.
- Evaluated and recommended updates to outdated pension administration policies, ensuring alignment with current best practices in the industry.
- Maintained compliance with regulatory requirements by staying up-to-date on industry changes and adjusting policies accordingly.
- Provided guidance to team members on complex pension-related inquiries and issues.
Education
Bachelor of Science -
Central CT State University
New Britain, CT12-1999
Skills
- Relationship building
- Verbal and written communication
- Employee development
- Issues resolution
- Rules and regulations
- Regulatory compliance
- Team leadership
- Customer service
- Proficient with various industry related software (Datair, Relius, PensionPal, FT William, Excel)
Affiliations
ERPA - Enrolled Retirement Plan Agent
APR - NIPA Accredited Pension Representative
Certification
ERPA
APR
Timeline
Director of 401(k) and DC Administration
PRC&A
09.2022 - Current
Senior Pension Administrator
A.C.G. Associates, Inc.
01.1993 - 09.2022
Bachelor of Science -
Central CT State University