Michael Haas
Normal,Illinois
Summary
Dynamic installation team supervisor at Benefit Plans Plus, LLC, with expertise in strategic planning and project management. Proven track record in enhancing client experience through effective collaboration and strong leadership. Proficient in Datair, Relius, and SQL, successfully implementing complex retirement plans while fostering relationships with vendors and financial advisors.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Supervisor - Installation Team
Benefit Plans Plus, LLC
St. Louis, Missouri
03.2024 - Current
- Managed installation process and procedures, ensuring smooth workflow for team.
- Partner with vendors, wholesalers, and financial advisors for successful plan implementation
- Reported installation progress and issues to leadership team, facilitating informed decision-making.
- Collaborate with other teams to enhance the client experience
- Conducted performance reviews with team members to assess progress and set future goals.
- Communicate potential issues to leadership team
- Evaluated existing 401(k) plans and recommended strategic conversion options to enhance client offerings.
Senior Installation Specialist
Benefit Plans Plus, LLC
St. Louis, Missouri
04.2022 - 03.2024
- Established plans on Datair and PensionPro in compliance with legal plan documents
- Builds strong relationships with vendors, wholesalers, and financial advisors for successful plan implementation
- Assisted in designing plans for start-up qualified plans to ensure regulatory adherence
- Review and make recommendations for the conversion of existing 401(k) plans
- Generated legal plan documents on FT Williams to facilitate plan implementation
Business Analyst - Investment Services Programs & Projects
Country Financial
Bloomington, Illinois
09.2021 - 03.2022
- Created and executed project/program plans to ensure alignment with strategic objectives
- Managed and tracked project plan status and budget to maintain oversight on project performance
- Built strong relationships with team leaders, vendors, contractors, and business and ITS partners to facilitate successful project execution
Business Retirement Transition Specialist
Country Financial
Bloomington, Illinois
09.2018 - 09.2021
- Established plans on Relius and Addvantage systems aligning with legal plan documents and regulatory requirements
- Calculated and processed plan corrections in accordance with Department of Labor guidelines
- Assists in initial plan design and mutual fund selection
- Coordinated approvals for solo 401(k) business, SIMPLE IRAs, and SEP IRAs, ensuring compliance and efficient processing
- Identified and researched issues regarding conversions and existing qualified plans, making informed decisions for resolution
Business Retirement Services Administrator
Country Financial
Bloomington, Illinois
01.2018 - 09.2018
- Reviewed, calculated, and coordinated quote and true-up calculations with sponsors to ensure accuracy and compliance
- Provided exceptional customer service and accurate information on retirement plan provisions, enhancing client understanding and satisfaction
- Identified, researched, and resolved issues related to conversions and existing qualified plans, streamlining processes for stakeholders
Business Retirement Services Associate
Country Financial
Bloomington, Illinois
12.2015 - 01.2018
- Served as primary point of contact for clients, facilitating administration of qualified plans and enhancing client satisfaction through effective communication and support.
- Verified and processed contributions and loan repayments, initiating daily investment trades to maintain compliance and optimize client portfolios
- Calculated distribution amounts and executed investment trades for eligible qualified plan participants, ensuring accurate and timely transactions
Education
Bachelor of Science - Electronic Media, Sociology
BRADLEY UNIVERSITY
Peoria, Illinois01.2010
Skills
- Project management
- Strategic planning
- Team leadership
- Delegation
- Group facilitation
- SQL
- Microsoft Office Suite
- Outlook
- AddVantage
- Relius
- Datair
- FT Williams
Certification
- Qualified 401(k) Administrator (QKA)
- Completed Operational Excellence Yellow Belt program
Timeline
Supervisor - Installation Team
Benefit Plans Plus, LLC
03.2024 - Current
Senior Installation Specialist
Benefit Plans Plus, LLC
04.2022 - 03.2024
Business Analyst - Investment Services Programs & Projects
Country Financial
09.2021 - 03.2022
Business Retirement Transition Specialist
Country Financial
09.2018 - 09.2021
Business Retirement Services Administrator
Country Financial
01.2018 - 09.2018
Business Retirement Services Associate
Country Financial
12.2015 - 01.2018
Bachelor of Science - Electronic Media, Sociology
BRADLEY UNIVERSITY