Michael MARTINEZ
Santa Fe
Summary
Dedicated Senior Manager with years of experience in retirement plan administration. Skilled in collaborating with management and auditors to assure regulatory compliance through accurate record keeping and reporting. Committed to creating and delivering educational materials and in-person presentations enhancing employee understanding of the retirement plans they participate in. Emphasizing the importance of utilizing the system, the tools, and the information available to them.
Overview
33
33
years of professional experience
Work History
Senior Manager
PricewaterhouseCoopers
Tampa
11.1986 - 08.2019
- Responsible for administration of several retirement plans for Partners and Staff
- Administered retirement plans in compliance with federal regulations and company policies.
- Managed participant communications regarding retirement options and benefit changes.
- Managed a team of employees by providing guidance, setting goals and objectives, delegating tasks, and monitoring performance.
- Coordinated with internal departments to ensure successful execution of projects.
- Collaborated with outside auditors to assure annual plan audits conform with legal requirements and standards.
- Assisted in preparing annual Form 5500 filings for retirement plans.
- Conducted employee meetings to educate staff on retirement plans.
- Ensured retirement plan expenses were accurately recorded in the general ledger.
- Reviewed customer service calls received from employees enrolled in the company's retirement plan program.
- Resolved participant inquiries related to eligibility, vesting, contributions, distributions, loans and other benefits issues.
Education
BBA - Accounting And Finance
University of South Florida
Tampa, FL05-1992
Skills
- Effective communication
- Participant communication
- Attention to detail
- Performance monitoring
- Teamwork
- Professional and courteous
Timeline
Senior Manager
PricewaterhouseCoopers
11.1986 - 08.2019
BBA - Accounting And Finance
University of South Florida