RACHEL COHEN
Houston
Summary
A detail-oriented and results driven implementation leader with 3+ years of experience in the retirement industry, overseeing the entire onboarding process for startup and transfer 401(k) plans.
Overview
6
6
years of professional experience
Work History
Implementation Consultant
Uniglobal Pension Planning
02.2024 - Current
- Leads the beginning to end of implementation of retirement plans, guiding new clients from close of sale to administration handoff.
- Manages a large case load of clients, while consistently meeting or exceeding performance expectations.
- Audit and design new client plan designs and provide recommendations to ensure the best fit for the client's unique needs.
- Creates and finalizes plan documents in FTWIlliam for each plan.
- Primary point of contact for plan sponsors, financial advisors, and internal team members during the plan installation process.
- Collect and deliver necessary data promptly, ensuring compliance and accuracy.
- Update relevant parties with detailed installation progress reports on a weekly basis.
- Proactively identify area for process improvement to elevate the efficiency and effectiveness of our implementation process.
Retirement Plan Specialist
National Benefit Services, LLC
06.2022 - 02.2024
- Conducted plan design calls with our clients and financial advisors to advise and finalize plan design provisions for their retirement plan.
- Identified areas for improvement in existing retirement plans, proposing modifications that resulted in better long-term outcomes for participants.
- Reviewed all prior plan documents and 5500's for conversion plans to ensure compliance with the IRS.
- Served as the primary day to day contact for the client throughout the entire process before being handed over to our implementation team.
- Prepared all paperwork necessary to build a plan into our system.
Nutritionist
Reputable Coaching LLC
03.2019 - 05.2022
- Developed individualized therapeutic plans for common diseases to meet special needs of clients focused on lifetime changes.
- Created comprehensive online programs based on client goals with appropriate nutritional plans and connected via voice, video, or messaging to develop relationships with online clients.
Education
Bachelor of Science - Human Nutrition and Foods
University of Houston
Houston, TXSkills
- Retirement Plan Consulting
- Implementation management
- Meticulous attention to detail
- ERISA Compliance
- Project management
- Highly proficient with standard office technology (Microsoft Word, Microsoft Excel, Outlook, Teamwork, Hubspot)
- Highly proficient in FTWilliam Software
- Telephone and email etiquette
Timeline
Implementation Consultant
Uniglobal Pension Planning
02.2024 - Current
Retirement Plan Specialist
National Benefit Services, LLC
06.2022 - 02.2024
Nutritionist
Reputable Coaching LLC
03.2019 - 05.2022
Bachelor of Science - Human Nutrition and Foods
University of Houston
Similar Profiles
Aseel FaraAseel Fara
Community Development Assistant at San Francisco Planning Department, Community Equity Division, Tenderloin Planning TeamCommunity Development Assistant at San Francisco Planning Department, Community Equity Division, Tenderloin Planning Team
Olabanji OlajideOlabanji Olajide
Business Development Officer at Premium Pension LimitedBusiness Development Officer at Premium Pension Limited
Roko BlaškoRoko Blaško
Housekeeper at Pension BergerHousekeeper at Pension Berger