Meghan Maher
Naples,FL
Summary
Energetic and detail-oriented professional with substantial experience in the Retirement Industry, providing administrative support and excellent customer service in both a fast-paced office environment as well as remote. Manages all aspects of client retirement portfolios and multiple projects in an efficient and organized manner. Works independently and protects confidential client information. Regularly communicates with clients, brokers, financial advisors, CPA's, investment companies and internal office staff to manage the flow of projects and ensure strict deadlines are met. Provides high quality customer service which has resulted in a larger client base and client referrals. Highly experienced at training new employees in various office positions and writing internal office job procedures as a resource to ensure the success of new employees. Extensive experience in Microsoft Outlook, Excel, Word, PowerPoint, Adobe, FT Williams Software and internal client management database.
Overview
15
15
years of professional experience
Work History
Document Administrator
Bidwell Consulting Services, Inc.
Chico, CA
05.2020 - Current
- Preparation and completion of volume submitter, prototype, and individually designed qualified plan and trust documents, Defined Contribution Plans (401(k), Profit Sharing, Money Purchase and 403(b) Plans), Defined Benefit Plans (Traditional, Carve-out, and Cash Balance Plans), using FT William's software.
- Preparation and completion of plan amendments, plan sponsor model amendments, participant loan
documentation, mergers, terminations, participant forms, participant notices, and other miscellaneous administrative changes to plan documentation as required. - Coordination, design, and implementation of required periodic Department of Labor and IRS
amendments and notices. - Learn, understand, and advise on plan related amendment restrictions and employee benefit anti-cutback regulations when dealing with plan documentation.
- Review outside plan documentation and interpret and translate provisions to Bidwell’s qualified plan documentation.
- Work with all departments and staff on plan document related issues and information.
- Manage workflow, project deadlines, communication & coordinate bi-weekly meetings for the documents department team members.
Consultant Assistant
Bidwell Consulting Services
Chico, US
01.2015 - 05.2020
- Works with minimal supervision directly under a certified pension consultant.
- Assists the consultant with the administration of hundreds of benefit plans.
- Manages details of multiple projects in an efficient and organized manner.
- Frequently communicates directly with clients, brokers, financial advisors, CPA's, investment companies and internal office staff to manage the flow of projects and ensure strict IRS/tax deadlines are met.
- Maintains electronic and web-based documents.
- Scans all documents received and saves in appropriate client folders.
- Tasks include processing all participant distributions and loan requests.
- Preparing participant distribution packages and documents.
- Prepares loan documents for participants, including an amortization schedule.
- Coordinates with third parties as necessary to ensure the distribution or loan is processed to completion.
- Verifies participant vesting, plan payout policies, eligibility, and contributions prior to paying a participant out of the plan or granting a loan to ensure employer sponsored plans stay in compliance with their policies and IRS regulations.
- Manage communications and questions from participants in the process of their distribution.
- Prepare letters of instructions when required to transfer assets for clients and participants.
- Ensures all documents with sensitive information are password protected when emailing or that sensitive information is removed.
- Prepares check requests for participant distributions to send to trustees for signature and then to advisors for processing.
- Access and navigate multiple broker websites to process client/participant distributions and account corrections on behalf of the client.
- Quality checks the annual administration reports for the plans held by the consultant.
- Ensures all of the necessary documents are included with the annual report.
- Reviews the invoice and prepares the invoice for mailing with the annual report.
Operations Specialist II
Tri Counties Bank
Chico, US
02.2010 - 09.2015
- Responsible for completing bank wide cash balancing of 350 cash tills daily.
- Use extensive research skills to assess why a till is out of balance and provide a correction method to bring the till back in balance.
- Respond to 50-100 Social Security inquiries daily for customer and account information that must be responded to in a timely manner.
- Complete extra duties as assigned which include auditing signatures cards to ensure all data from the signature card was entered in to the computer correctly.
- Other extra duties include helping with closed account reports, returned mail, and NSF fee reversal reports.
- Received training on bank wide cash ordering process.
- Ensured that all branches ordered cash by their designated days and times.
- Coordinated with Loomis to make sure late orders were received as well as ensured branches received their orders on time.
30 Hour Merchant Teller
Tri Counties Bank
Chico, US
- Process large deposits from business customers.
- Suggest business products and services.
- Answer phones and handle any customer questions or problems.
- Balance large volume cash vault.
- Responsible for preparing cash shipments.
- Balance and fill ATM machine.
Hourly Teller
Tri Counties Bank
Chico, US
- Process customer transactions efficiently in a fast pace environment with high customer traffic.
- Assist customers with any product or service needs.
- Suggest new products or services to better convenience and benefit customers banking needs.
- Operate high volume check image scanner to ensure quality images.
- Answer phones and handle any customer questions or problems.
- Operate cash drawer and efficiently balance daily.
- Provide immediate and excellent customer service.
Education
B.S. - Business Administration
Chico State University
Chico, CASkills
- 9 Years in Retirement Industry
- Proficient in FT Williams Software
- Proficient in MS Office
- Administrative Support
- Strong Written & Verbal Communication
- Project Management
- Effective Multitasker
- Team Coordinator
- Customer Service
- Detail Oriented
Timeline
Document Administrator
Bidwell Consulting Services, Inc.
05.2020 - Current
Consultant Assistant
Bidwell Consulting Services
01.2015 - 05.2020
Operations Specialist II
Tri Counties Bank
02.2010 - 09.2015
30 Hour Merchant Teller
Tri Counties Bank
Hourly Teller
Tri Counties Bank
B.S. - Business Administration
Chico State University
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