
Dynamic professional with a proven track record in client relations and customer satisfaction, honed as a Relief Postmaster at USPS and through self-employment. Excels in problem-solving and effective communication, ensuring project delivery and client satisfaction. Skilled in attention to detail and relationship building, consistently achieving goals with a client-centric approach.
Completed all recordkeeping, reporting and disclosure required by the IRS and Department of Labor for private employers' qualified retirement plans.
Developed new clients, set up new retirement plans, including documentation, trust agreements and employee eligibility.
Processed distributions for terminated participants, performed all necessary compliance testing.